Total 3 Finance / Banking / Insurance job vacancies

Our client is an international bank and they have a few job openings for the Mortgage Banker position

Responsibilities

• Proactively acquire and activate mortgage loan business. Sales emphasis is on individual residential and commercial loans.
• Establish and maintain relationships with external stakeholders (property agents, brokers) to increase referrals.
• Handle leads from marketing campaigns, inbound inquiries, and branch referrals, engaging both affluent and mass market clients.
• Implement the full mortgage loan application process, responsible for cases up to the customer's acceptance of the offer.
• Offer a wider range of products, including bancassurance and priority banking propositions.
• Keep informed on market trends and competitor offerings, conducting regular updates for target customer groups.
• Ability to work off-office hours and weekends for activities like show flats, campaigns, and networking events.
• Display exemplary conduct and ensure strict compliance with all applicable regulations and the Group's Code of Conduct

Requirements

• Diploma or Degree in a related discipline
• 2+ years in Banking Sales, preferably with prior experience in Retail Mortgage.
• Strong knowledge of the Singapore Real Estate Market and Mortgage Regulations & Frameworks.
• Good interpersonal skills, stakeholder experience, conversant with and able to work with external partners, and ability to work independently

Applicants who are keen to apply for this position can send your latest resume to alfred.lai@paradigmrecruitment.com.sg

Alfred Lai
EA Reg No: R1545971
EA License No: 21C0434

• Develop and strengthen client relationships with the Bank in accordance with relevant business goals.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Up-sell and provide regular market colours and trend analysis to these customers.
• Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
• Ensure superior customer service and contribute to the overall customer experience of the Bank.
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
• Identify changes in regional market practice and regulatory requirements to develop and improve systems, frameworks and tools
• NOT NECESSARY TO ONBOARD AUM

Requirements

• University graduate with minimum 3 - 5 years of relationship manager experience.
• Sound understanding of economics, best market practices and investment products in the wealth management business.
• CACS certification requirements
• Good team player with strong interpersonal and communication skills to work well with all levels of counterparts.
• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.

Interested candidates please email resume in MS Word format to recruit@waterstone.com.sg

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.

Personal Wealth Asset Management | Retail Banking (Singapore)
Permanent role with a leading Singapore bank

We are inviting motivated individuals at the early stage of their career to join the Personal Wealth Banking division, supporting mass-market and affluent clients with professional financial advisory services.

This role offers a structured training pathway designed to build strong fundamentals in banking, advisory, and client relationship management—making it suitable for candidates looking to develop a long-term career in wealth banking.

Available Role Tracks

• Personal Wealth Executive (entry-level, structured training provided)

• Personal Wealth Manager (intermediate experience)

• Wealth Banking Relationship Manager (experienced advisors)

What You Will Do

• Advise clients on savings, investment, insurance, and lending solutions

• Build and manage client relationships through ethical, needs-based advisory

• Support clients at different life stages with tailored financial solutions

• Achieve individual performance targets in line with regulatory standards (e.g. FAA)

• Deliver consistent, high-quality client experience through follow-ups and reviews

Structured Training Pathway (Entry-Level Track)

• Pre-Onboarding: Support to complete required CMFAS modules

• Months 1–2: Classroom training at corporate campus

• Months 3–4: Guided on-the-job training at designated branches

• Month 5 onward: Full deployment, subject to assessment clearance

Who Should Apply

• Diploma or degree holders from any discipline

• Strong communication and people skills

• Motivated, resilient, and open to learning

• Comfortable working towards performance goals

• Banking or advisory experience is an advantage but not required for entry-level roles