Institute of Banking and Finance | Personal Financial Executive

18 hours ago


Singapore Institute of Banking and Finance Full time

Overview:
Our team of Financial Advisors is responsible for the growing business of the Bank by forging deep and long-term relationships with our Clients. They are responsible for understanding our Client’s needs and providing unbiased advice in managing and growing their wealth.
Responsibilities:
Achieve consistent sales performance.
Achieve new business and customer acquisition goals within the retail segment.
Provide dedicated client services to the branch’s clients.
Provide advisory in accordance with the Bank’s customer service and compliance guidelines.
Conduct sales presentations to the Bank’s prospective customers.
Requirements:
Bachelor's Degree in a Business or Finance discipline.
At least 1 year of financial advisory experience preferred; entry-level candidates are welcomed to apply as well.
Confident and highly energetic.
Self-motivated and driven.
Good communication and presentation skills.
Excellent leadership track record in extracurricular activities.
We are looking for an energetic, confident, and highly motivated candidate who works great in a team and has good communication and presentation skills.
If you are seeking a dynamic sales career where the sky’s the limit, talk to us
Please note only shortlisted candidates will be notified.
#J-18808-Ljbffr



  • Singapore Institute of Banking and Finance Full time

    Wärtsilä Energy Business in brief Wärtsilä Energy Business is leading the transition towards a 100% renewable energy future through our abilities to understand, design, build and serve optimal power systems for future generations. Our offerings include ultra-flexible internal combustion engine-based power plants, hybridised power plants, energy storage...


  • Singapore Institute of Banking and Finance Full time

    Virtu is a leading financial firm that leverages cutting edge technology to offer liquidity to the global markets and innovative, transparent trading solutions to our clients. As a market maker, Virtu provides deep liquidity that helps to create more efficient markets around the world. Our market structure expertise, broad diversification, and execution...


  • Singapore Institute of Banking and Finance Full time

    Are you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job Highlights Fulfilling Career with Attractive Remuneration Model Exciting Career Progression and Developmental Pathway Flexible Hours & Work Life Balance Job Description We are looking for a dynamic and talented candidate to join us as a...


  • Singapore Institute of Banking and Finance Full time

    COMPANY DESCRIPTION Singapore Management University is a place where high-level professionalism blends together with a healthy informality. The 'family-like' atmosphere among the SMU community fosters a culture where employees work, plan, organise and play together building a strong collegiality and morale within the university. Our commitment to...


  • Singapore Institute of Banking and Finance Full time

    Responsibilities: Manage documentation of new incorporations and new fund establishments; support ongoing company and fund maintenance; review subscription and redemption agreements and maintain books & records for companies & funds; manage fund subscription and redemption; manage Board and Investment Committee meetings, minutes, and resolutions; annual...


  • Singapore IBFSG - The Institute of Banking & Finance Singapore Full time

    Manager / Senior Manager, Workforce and Talent Development The Institute of Banking and Finance (IBF) is the lead agency driving financial services industry workforce competency and transformation that is essential for Singapore’s continuing growth as an international financial centre. IBF works in partnership with the industry, government agencies and...


  • Singapore IBFSG - The Institute of Banking & Finance Singapore Full time

    Get AI-powered advice on this job and more exclusive features. The Institute of Banking and Finance (IBF) is the lead agency driving financial services industry workforce competency and transformation that is essential for Singapore’s continuing growth as an international financial centre. IBF works in partnership with the industry, government agencies...


  • Singapore IBFSG - The Institute of Banking & Finance Singapore Full time

    Get AI-powered advice on this job and more exclusive features. Background: The Institute of Banking and Finance (IBF) is the lead agency driving financial services industry workforce competency and transformation that is essential for Singapore’s continuing growth as an international financial centre. IBF works in partnership with the industry, government...


  • Singapore Institute of Banking and Finance Full time

    Job Responsibilities: Conduct annual evaluations and provide policy servicing for existing high-net-worth (HNW) clients by collaborating with private bankers to review and analyze active policies. Drive revenue growth by developing strategies to identify cross-selling and up-selling opportunities within the current client portfolio, achieving both revenue...


  • Singapore Asian Institute of Digital Finance Full time

    Research Associate, Asian Institute of Digital Finance About the Asian Institute of Digital Finance The Asian Institute of Digital Finance (AIDF) is a university-level institute in the National University of Singapore (NUS), jointly founded by The Monetary Authority of Singapore (MAS), the National Research Foundation (NRF) and NUS. AIDF aspires to be a...


  • Singapore Institute of Banking and Finance Full time

    Job Profile Summary: You will provide sound insurance and reliable financial advice to bank customers by analyzing their financial needs and exceeding their service expectations. FSCs are also to maintain a strong rapport with the bank partners and grow and strengthen relationship with bank customers. Job Description: Provide sound & reliable financial...


  • Singapore Sustainable and Green Finance Institute Full time

    The Sustainable and Green Finance Institute (SGFIN) is a new university-level research institute in the National University of Singapore (NUS), jointly supported by the Monetary Authority of Singapore (MAS) and NUS. SGFIN aspires to develop deep research capabilities in sustainable and green finance, provide thought leadership in the sustainability space,...


  • Singapore Bank Of China Limited Full time

    Responsibilities: Responsible for the daily marketing of new customers, mainly focusing on Chinese and foreign banks, and sovereign institutions (including market infrastructure institutions) and conducting cooperation of various businesses including deposits and loans. Promote cross-selling of all products for financial institution customers, including RMB...


  • Singapore Asian Institute of Digital Finance Full time

    Visiting Professor, Asian Institute of Digital Finance About AIDF The Asian Institute of Digital Finance (AIDF) is a university-level institute in the National University of Singapore (NUS), jointly founded by The Monetary Authority of Singapore (MAS), the National Research Foundation (NRF) and NUS. AIDF aspires to be a thought leader, a FinTech knowledge...


  • Singapore OCBC Bank Full time

    Job Description - Relationship Manager, Global Financial Institutions (2400011T)Purposeful work covering global & regional financial Institutions. A friendly supportive team with an open learning culture and commitment to create positive environmental and economic impact. Build your financial services career with the longest established Singapore bank. What...


  • Singapore SUMITOMO MITSUI BANKING CORPORATION Singapore Branch Full time

    Roles & ResponsibilitiesJob PurposeTo provide transaction support to the Relationship ManagersJob Responsibilities1.1 Transaction support to Relationship Managers: Provide execution support to all transactions booked in Singapore by taking ownership of the loan booking process from end-to-end including coordinating with clients, internal and external...


  • Singapore PEOPLE PROFILERS PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities Responsible for Financial Reporting and Management Reporting Prepare and analyze financial statements, audit schedules, and sustainability reports, ensuring compliance and timeliness. Compile and submit MAS reports, tax filings, and other regulatory surveys accurately. Assist in preparing detailed management...


  • Singapore Financial Institution Full time

    Income Insurance Limited (Income Insurance) is one of the leading composite insurers in Singapore, offering life, health and general insurance. Established in Singapore to plug a social need for insurance in 1970, Income Insurance continues to put people first by serving the protection, savings and investment needs of individuals, families and businesses...


  • Singapore OCBC Bank Full time

    Job Description - Credit Analyst, Global Financial Institutions (AVP) (240001VK)This is an excellent opportunity to join a high-performing team of credit risk professionals in the Global Financial Institutions (‘GFI’) department, partnering our origination teams to provide financing, investments and hedging opportunities to a full range of financial...

  • Legal Counsel

    1 hour ago


    Singapore Space Executive Full time

    Legal Counsel (min 4 PQE) – Financial Institution Company Overview: Our client is a leading financial institution committed to innovation and excellence. They are expanding their legal team and seeking a Legal Counsel to contribute to their continued success. Role Overview: Reporting to the Senior Legal Counsel, this role involves providing crucial legal...