job description
Are you passionate about helping individuals achieve their financial goals? PERSOL is currently seeking a motivated and customer-centric Financial Advisor to join our prestigious banking partner in Singapore. This is an exceptional opportunity for individuals looking to launch or pivot their career into the banking sector, as full professional training is provided.
In this role, you will act as a trusted advisor to our diverse client base. You will be responsible for understanding their unique financial needs and providing sound, personalized advice that empowers them to make informed decisions for their future. If you possess excellent communication skills, a high level of integrity, and a desire to make a tangible impact on clients' lives, we want to hear from you.
We foster a collaborative and growth-oriented environment where your professional development is a priority. Successful candidates will benefit from structured career progression, continuous learning opportunities, and a supportive team culture.
Responsibility
- Engage with existing and prospective clients to identify their financial objectives and risk profiles.
- Provide comprehensive advice on a range of banking and financial products tailored to individual needs.
- Build and maintain strong, long-term relationships with clients through proactive service and regular check-ins.
- Assist clients in navigating financial decisions, ensuring they feel confident and informed throughout the process.
- Execute sales activities to meet monthly KPIs while adhering to internal compliance and regulatory standards.
- Maintain up-to-date knowledge of market trends, financial products, and regulatory changes in the banking sector.
- Collaborate with internal teams to ensure seamless service delivery and high levels of client satisfaction.
Qualifications
- Diploma or Degree in Finance, Business, Economics, or a related field.
- Fresh graduates are welcome to apply; professional training will be provided to the right candidates.
- Strong interpersonal and communication skills, with the ability to build rapport quickly.
- A genuine passion for financial advisory and helping clients achieve their personal goals.
- Ability to work in a fast-paced environment and meet performance-based targets.
- High level of integrity, professional ethics, and attention to detail.
- Proficiency in spoken and written English; fluency in a second language is a plus for client engagement.