You can become a Personal Banker by applying directly to banks. As there is high demand for Wealth Managers in Banking, there is frequent new intake for Personal Bankers almost every 2 months.
Applicants usually have business or finance background as you will be dealing with financial sales and investments. Being a Personal Banker requires good communication and selling skills, thus the banks hire people from diverse education background and different industry. Different banks have different clients’ base. For example, POSB Bank serves the local Singapore Population, UOB known for having more local businessman, and foreign banks like Citibank and HSBC have more expatriate and professional clients’ base. Though this has changed as many banks are moving regional and international.
Requirement: Above 21 Years Old, Tertiary Educated, Able to communicate and sell, able to understand financial & investment matters, fit banking image
What does a Personal Banker do?
A Personal Banker provides financial advice to customers in the bank. Financial advice is providing advice on investment & insurance products such as unit trust, structured products and insurance linked products.
It is a sales oriented role in promoting and recommending suitable financial products to the identified clients. Most banks pay commission and a basic pay.
Although your main role is to on doing financial sales, you should expect to learn about general banking, customer enquiries, loans & deposits, remittances and credit card matters. This is because as a front-line banking staff, you will always be faced with banking enquiries. Sometimes when you talk about investments with your clients, they may also ask you general banking questions too.
The starting pay for a Personal Banker can range between $2200 to $3200. The main difference is in the bank you join. Banks like Citibank and HSBC tends to pay higher while banks such as DBS, OCBC and UOB are lower. The incentives come from commission.
Foreign banks have slightly lesser customer base, they need to pay higher to attract bankers. At the same time, foreign banks tend to have an international image and client base, they pay Personal Bankers higher because of their touch to deal with this group of customers.
There is very minimal pay difference between new Personal Banker in the same bank.
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