Bank Management Trainee
Job Summary
The Bank Management Trainee will be based at a bank branch in Singapore to acquire and service retail banking clients. The role involves handling walk-in inquiries and providing professional financial advisory on various products including insurance, investments, and mortgages. Candidates will focus on building long-term client relationships and achieving sales targets through structured service delivery.
Responsibilities
- Acquire new retail banking clients
- Provide financial advisory on banking products
- Manage and maintain client relationships
- Cross-sell and up-sell banking solutions
Required Skills
- Bachelor’s Degree
- 1 year of working experience
- English & Mandarin proficiency
- Strong interpersonal skills
- Willingness to obtain CMFAS certification
Job Details
Responsibilities:
- Acquire new retail banking clients through cold calling, networking, and referrals.
- Attend to walk-in customers and address their banking inquiries and needs.
- Build, develop, and maintain strong long-term relationships with new and existing clients.
- Identify clients' financial needs and recommend suitable banking products and services.
- Provide financial advisory and offer wealth management solutions such as insurance, investment, unit trust, and mortgage.
- Cross-sell and up-sell banking products, including deposits, loans, investments, insurance, and wealth management solutions.
- Conduct regular follow-ups and reviews with existing and potential clients to assess and meet their financial needs and objectives.
Benefits:
- Basic salary + fixed allowances + performance incentives/commissions
- Structured training provided and onboarding support
- Working days: 6 days a week (Monday - Saturday)
- Full-time position
Requirements:
- Bachelor’s Degree in any field.
- Minimum 1 year of full-time working experience in any industry.
- Proficient in English (spoken and written); Mandarin-speaking preferred.
- Willing to obtain CMFAS certification (insurance papers, Singapore).
- Willing to work 6 days a week (Monday to Saturday).
- Willing to relocate to and be based in Singapore (must reside in Singapore).
- Prior experience in relationship management, sales, business development, customer service, or the banking/financial services industry is an advantage.
- Strong interpersonal, communication, and relationship-building skills.