Fresh Graduates] Personal Wealth Banker

1 week ago

Singapore D L RESOURCES PTE LTD Full time

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**Banking Sector Client (About the Opportunity)**:
Are you a fresh diploma/degree graduate looking to kickstart a rewarding career in banking and personal wealth management? Join our client - a leading bank's Personal Financial Services team - and embark on a journey where you'll gain the skills, exposure, and certification required to become a trusted financial partner to individuals and families.

**What You’ll Do**:
As a Trainee Personal Wealth Executive, you will undergo structured training and mentorship to develop competencies in retail banking and wealth advisory. Upon completion of the onboarding program, you will:

- Assist customers with their daily banking needs and offer tailored financial solutions
- Build trusted relationships with customers to help them plan and achieve their financial goals
- Introduce banking products such as deposits, insurance, loans, and investment solutions
- Stay updated on banking trends, regulatory requirements, and financial products
- Work towards achieving service and sales KPIs in a customer-centric environment

**Why Join Us**:

- Comprehensive training and development roadmap
- Mentorship from experienced banking professionals
- Opportunity to build a long-term career in retail banking or wealth managementSupportive team environment and performance-based progression

**Responsibilities**:

- Responsible for marketing and promoting a wide range of banking products and services, including Unit Trust, Insurance, and Deposits to our existing and potential customers.
- Engage in cross-selling of other banking products based on customer needs
- Manage and build long term relationships with customers while conducting after-sales services
- Adhere to the policies, regulatory risk and compliance
- Will obtain the necessary recognized industry qualifications such as Capital Markets and Financial Advisory Services (CMFAS) Certifications

**Job Requirements**:

- Fresh graduates are encouraged to apply
- Obtained a Diploma / Bachelor’s degree in any discipline
- Fluent in English, Mandarin, Malay, Tamil & Other Languages.
- Passionate in wealth management / investment sales / client engagementMature, pleasant, independent, self-motivated and highly sales and service-oriented

**More about the client**:
Our Retail Banking team offers comprehensive financial solutions to Personal and Business Banking customers. From deposits and loans to insurance and wealth advisory services, we help customers manage their money wisely and achieve their financial goals. We are committed to promoting smart saving and investment habits across generations, while enhancing banking convenience and value.

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