Jobs

    Personal Banker - Singapore - PIVOTAL CAREER SOLUTIONS PTE. LTD.

    PIVOTAL CAREER SOLUTIONS PTE. LTD.
    PIVOTAL CAREER SOLUTIONS PTE. LTD. Singapore

    5 days ago

    Default job background
    Description
    Roles & Responsibilities

    As a Personal Banker, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers' needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.

    • Primarily serve individual retail customer and advise them on various personal banking and financial products and services.
    • Seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
    • Possess sound financial knowledge and provide holistic financial planning advice to customers.
    • Good understanding of banking regulations and to adhere to rules and guidelines when conducting business.
    • Always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
    • Achieve a balanced scorecard set by the company.
    Tell employers what skills you have

    Wealth Management
    Customer Relationship
    Microsoft Excel
    Aftersales
    Financial Planning
    Interpersonal Skills
    Loans
    Selling
    Retail Banking
    Underwriting
    Deposits
    Banking
    Financial Advisory
    Unit Trusts
    Customer Service
    Branch Banking
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