Financial Advisor, Banking (Perm /Training Provided) UID:2269
Remote / Online - Candidates ideally in
Singapore
Listed on 2026-08-06
Singapore
Listing for:
PERSOL
Full Time, Remote/Work from Home
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Responsibilities
- Attending to customers and provide financial advice.
- Plan out and manage investment policies to achieve clients' financial goals.
- Maintain and develop long-lasting relationships with both existing and potential customers.
- Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
- Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
- Conclude sales through referrals from colleagues.
- Attend to enquiries from walk-in customers.
- -Attractive remuneration and a comprehensive benefits package.
- -Recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
- -Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
- -Job scope consist of digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).
- Bachelor's degree from a recognized university or a diploma from a local polytechnic
- Interested in financial planning or wealth management.
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