Primary Banker (Singapore/Malaysia)

Job Description

As a Primary Banker within the Consumer Banking business, you will be responsible for:

• Providing financial advisory services to mass-market banking customers.
• Achieving individual sales targets while ensuring accurate and timely completion of the entire sales and compliance process.
• Recommending suitable financial planning, investment, and protection solutions that address customers needs and objectives.
• Developing, managing, and deepening relationships with an assigned portfolio of customers.
• Ensuring all advisory activities, documentation, and sales processes comply with internal policies, business procedures, and applicable regulatory requirements.

Job Requirements

• Bachelor's Degree from a recognized university.
• Results-oriented, dynamic, and self-motivated individual.
• Strong interpersonal, communication, and stakeholder management skills.
• Proven track record in achieving sales and business development targets.
• Resourceful and able to work independently with minimal supervision.
• Ability to build trust and establish long-term relationships with customers.
• Knowledge of wealth management, investment, insurance, or financial products is an advantage.

Preferred Background

Candidates with experience in the following areas are encouraged to apply:

• Retail Banking
• Personal Banking
• Wealth Management
• Financial Advisory
• Insurance Advisory
• Relationship Management
• Investment Product Sales

Key Competencies

• Financial Planning & Advisory
• Client Relationship Management
• Sales & Business Development
• Wealth & Investment Solutions
• Regulatory Compliance
• Customer-Centric Mindset

Success Profile

The ideal candidate is a sales-driven banking professional with strong relationship management capabilities and a passion for helping customers achieve their financial goals. They possess a solid track record of meeting sales objectives while maintaining high standards of compliance and customer service.