- Experience
- 3–5 yrs
- Salary
- —
- Openings
- 1
- Posted
- 2 weeks ago
- Work mode
- In office
- Education
- Bachelor's degree
- Resume
- Required to apply
Where you'll work
Sign in to tell us what does and doesn't work for you here — it sharpens every match we show you.
Job description
About the Role
A leading financial institution in Singapore is seeking experienced and motivated sales professionals to join their team focused on servicing offshore affluent clients. The company is well-established and known for offering bespoke banking experiences and customized financial solutions.
Key Responsibilities
- Expertly manage the client engagement process to maintain a professional relationship with clients.
- Lead initiatives to develop and broaden relationships with affluent and high-net-worth clients.
- Provide detailed financial advisory services including personalized investment solutions tailored to client needs.
- Offer prompt and relevant information, advice, and recommendations based on each client’s specific requirements.
- Foster and maintain enduring client relationships, with a focus on building trust and satisfaction.
Qualifications and Experience
- At least 3 to 5 years of pertinent experience within banking or the financial sector, especially with a successful record in selling financial and investment products.
- A recognised Bachelor's degree in a relevant field.
- Strong expertise in wealth management and investment products.
- Professional certifications such as M1B, M5, M6, M6A, M8, M8A, M9, M9A HI are advantageous.
Additional Information
Only shortlisted candidates will be contacted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451 | EA Registration No.: R1988743
Minimum education
Bachelor's Degree
Skills
How they work
Communication
Attention to Detail
Customer Focus
Relationship Building