Private Wealth Advisor

About the Role

We are looking for motivated and customer-focused individuals to join the Personal Wealth Banking team.

This is an excellent opportunity for graduates and early-career professionals who are interested in building a long-term career in banking, financial advisory, and wealth management.

Comprehensive training will be provided to equip successful candidates with the knowledge and skills required to perform effectively in this role.

Key Responsibilities

• Build and maintain strong relationships with personal banking customers.
• Understand customers financial needs, goals, and preferences.
• Recommend suitable banking, financial planning, and wealth management products.
• Identify opportunities to strengthen customer relationships and develop business.
• Work towards individual sales targets while maintaining high standards of customer service.
• Ensure customer documentation and financial advisory activities comply with internal policies and applicable regulatory requirements.
• Maintain professional communication and deliver a positive customer experience.

Job Requirements

• Minimum Bachelor's Degree
• Open to entry level candidates and individuals with up to 5 years of working experience.
• Candidates from different academic and professional backgrounds are welcome to apply.
• Previous experience in banking, sales, retail, hospitality, or customer service is an advantage.
• Strong communication and interpersonal skills.
• Self-motivated, proactive, and results-driven.
• Comfortable working towards sales targets and handling customer enquiries and objections.
• Strong interest in banking, financial advisory, and wealth management.