Why choose to be a Relationship Associate?
Take on the role of your clients' trusted Wealth Manager, guiding your clients with holistic financial solutions to help them achieve their lifelong financial goals.
Product Solutions provided by the Bank's partners include: Insurance (Life, Endowment, Investment-Linked Policies), Savings, Annuities, Retirement Plans, Investment Funds (Mutual/Index Funds or Unit Trusts), and more.
Your advice and services will be enhanced by the bank’s extensive team of Product Management, Investment Advisory, and other specialized business support professionals.
- This is a Financial Sales role within a top local Bank which offers excellent career progression opportunities and Employee Benefits
- $3.3k - $5k Monthly Basic + $300 Fixed Allowance + Quarterly Sales Commissions = Annual remuneration between $60,000 to $100,000 and above
- No prior experience required (refer to 'Requirements' and 'Additional Information' below)
- High volume of Client Prospects/Leads (Branch Walk-in's + access Bank's Client Database)
- ^ NO Roadshows, Door-knocking, Street Surveys, or individual Advertising required
- Island-wide Branch Locations (assigned to Regional team nearest to you; subject to availability)
Responsibilities
- Primary Objective: Introduce and promote Sales of the Bank’s suite of Bancassurance (Insurance) and Unit Trust (Investment) products
- Access Clients via Branch Walk-ins and the Bank's vast database
- Conduct Consultations in Face-to-Face, Virtual and/or Phone settings
- Walk potential Clients through a thorough Fact-Finding process to identify shortfalls/gaps in their short- and long-term Financial Planning
- Aided by the Bank's proprietary Financial Planning software, recommend bespoke Product Solutions that address your Clients' needs
- Achieve and Exceed the Quarterly Sales Targets to receive Commissions and qualify for Incentive Overseas Trips, Awards, and more
- Attain effort-based KPIs (such as Case Count, Appointments, Cold Calls, Regulatory Compliance, Customer Service rating, and more) to qualify for Career Growth opportunities
Requirements
- Minimum Local Polytechnic Diploma, or Degree and above (any discipline) in compliance with Monetary Authority of Singapore (MAS) and the Bank's requirements
- Complete prerequisite CMFAS modules before commencement
- *1st attempt per module eligible for reimbursement
- ** Guidance and Supplementary Materials provided
- Must be comfortable working 5.5 days per week (Mon-Fri + Saturday Mornings)
Additional Information
- Upon Commencement, attend extensive New Entrant Training programme (3-weeks Classroom + 8 weeks OJT)
- Generous Benefits: Up to 24 days Annual Leave + Flexi-Benefits + Staff Rates for the Bank's products and services
- Excellent Career Growth and Internal Mobility opportunities
Interested? / Enquiries
Submit your application via the Apply link
OR
Contact Wein Ng for a confidential discussion/consultation via 8837 5170.
We regret that only shortlisted candidates will be notified.
EA Personnel Name: Ng Weineng
EA Personnel Registration Number: R1985639
EA License no.: 02C4944
