Senior Officer, Wealth management (Corporate & Personal)
WPGROUP PTE. LTD.
We design and provide products and services that empower ourcustomers to enjoy greater wealth management convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.
Skills and Experience
Training and benefit
Education
- Be actively involved in understanding the job customers' financial needs as well as providing them with timely information, advice and recommendations to fit their wealth management requirements
- Secure sales and cross-sell our wide range of consumer banking and investment products which includes, but not limited to insurance, structured deposits, and unit trusts
- Deepen relationships with new and existing customers
- Apply diligence and integrity to ensure proper advisory procedures and meticulous documentation in compliance with MAS policies,business processes, and regulatory requirements
- Utilize a combination of the branch network, digital consulting and referrals to meet and exceed individual sales targets
Skills and Experience
- Able to thrive in a fast-paced environment with a passion to excel in a career in the wealth management industry
- Resourceful and able to work with minimal supervision
- Flexibility with extended working hours
- Strong interpersonal and communication skills combined with drive and initiative
- Bankers, wealth management associate, insurance and investment personal welcome to apply.
Training and benefit
- All training will be provided
- Customer leads will be provided to help kick start you career
Education
- Minimum a recognized degree/diploma in a relevant field
JOB SUMMARY
Senior Officer, Wealth management (Corporate & Personal)
WPGROUP PTE. LTD.
Singapore
3 hours ago
N/A
Part-time
Senior Officer, Wealth management (Corporate & Personal)