Total 4 sales advisor job vacancies in Finance / Banking / Insurance category in d02 anson tanjong pagar

My client is a leading financial institution dedicated to providing comprehensive banking solutions.

About the Role: FX Advisor

Your Key Responsibilities:

• Develop Investment Strategies: Formulate and drive investment themes with a focus on FX products to align with market opportunities.
• Market Analysis and Guidance: Analyse market trends to provide actionable insights, enabling Front Office staff to navigate market movements effectively.
• Client Solutions Collaboration: Work closely with Relationship Managers to address clients' FX needs, offering tailored solutions that meet their investment objectives. Supply trading ideas, up-to-date market information, and sales tools to enhance client engagement and service quality.

Your Preferred Qualifications:

• Expertise in FX Markets: Demonstrated expertise in foreign exchange analysis and markets, backed by a proven track record in FX sales or advisory roles.
• Language Proficiency: Fluency in English and Mandarin is essential, as the role involves interaction with Mandarin-speaking stakeholders and the handling of relevant documents.
• Professional Certifications: Industry-relevant certifications (e.g., CMFAS, CACS) are highly advantageous.

R22104718

BeathChapman Pte Ltd

Licence no. 16S8112

Fulfilling and varied, a typical workday might look like this

· A sales associate would primarily serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.

· You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.

· You should possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.

· You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.

· You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.

· You are expected to achieve a balanced scorecard set by the company.

We want driven, service-oriented individuals like you with:

· A diploma/ degree in any discipline

· A willingness to work on a flexible schedule that includes weekends

· A passion for banking and wealth management

· Excellent communication and listening skills

· Confidence and Presentation skills

· Ability to explain complex information clearly and simply

Additional Info:

• Uncapped Commission: You will have the opportunity to earn an uncapped commission based on your performance, allowing you to maximize your earnings.
• Overtime: Expect occasional overtime as part of the role to meet business needs and customer expectations.

(EA Reg No: 20C0312)

Please email a copy of your detailed resume to [email protected] for immediate processing.

Only shortlisted candidates will be notified.

Fulfilling and varied, a typical workday might look like this

· A Sales Associate would primarily serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.

· You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.

· You should possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.

· You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.

· You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.

· You are expected to achieve a balanced scorecard set by the company.

We want driven, service-oriented individuals like you with:

· A diploma/ degree in any discipline

· A willingness to work on a flexible schedule that includes weekends

· A passion for banking and wealth management

· Excellent communication and listening skills

· Confidence and Presentation skills

· Ability to explain complex information clearly and simply

(EA Reg No: 20C0312)

Please email a copy of your detailed resume to [email protected] for immediate processing.

Only shortlisted candidates will be notified.

Join a Leading International Bank – Elevate Your Career in Wealth Management

We are looking to connect with experienced and ambitious bankers ready to take their careers to the next level.

If you have a proven track record of acquiring and managing high-net-worth individuals (HNWI) and are eager to grow your portfolio or lead a team, we have an exciting opportunity for you.

What You’ll Do

Build and Grow Your Client Base: Acquire and manage relationships with HNWI clients by offering tailored financial solutions that meet their unique needs.

Deliver Tailored Wealth Management Services: Provide expert advice on investments, banking, and estate planning for both new and existing clients.

Stay Ahead of Market Trends: Actively monitor financial markets to keep clients informed and adjust strategies to optimize their portfolios.

Be a Trusted Advisor: Maintain strong client relationships through exceptional service, regular reviews, and personalized financial plans.

What We’re Looking For

Relationship Manager with Proven Success: You are currently a Relationship Manager with a strong track record of managing HNWI clients and delivering customised financial solutions.

Product and Market Expertise: You possess in-depth knowledge of wealth management products, services, and financial markets.

Entrepreneurial and Client-Focused: You have an entrepreneurial mindset with a passion for client success and a results-driven approach.

Client Acquisition Skills: Experience in bringing a client book is a strong plus, but we also value your ability to identify and bring in new clients.

What We Offer

Unrivaled Global Platform: Access a world-class suite of banking and wealth management products to better serve your clients.

Competitive Rewards: Attractive base salary, performance bonuses, and long-term incentives for outstanding results.

Your Qualifications

Minimum of 5 years of experience in wealth management.

Strong knowledge of wealth management products, services, and financial markets.

Proven ability to manage relationships with HNWI clients and provide tailored solutions.

Entrepreneurial, self-motivated, and driven to succeed in a dynamic environment.

Reg No. R22104718

BeathChapman Pte Ltd

Licence no. 16S8112