- Singapore
Full Time Banking Personal Wealth Manager (Financial Advisory) Jobs, Salary up to SGD 6,000 in Placement Professionals - Maukerja
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Job Description
Responsibilities
To apply or find out more, contact
Leong Jia Wei
(Reg No: R25157456) on
WhatsApp
+*************
or email
*************
Overview
This is a permanent role with a Local Bank in Singapore within the Retail and Personal Financial Services function. The position focuses on delivering financial solutions to Personal and Business Banking customers, helping them manage their finances and achieve their financial goals.
As a Personal Wealth Executive, you will provide financial advisory to mass-market customers, combining client engagement, product advisory, and sales execution. The role includes a structured training program and is open to Diploma / Degree Graduates without relevant work experience or certifications in wealth management.
Key Responsibilities
In this role, you will:
Provide financial advisory and investment solutions aligned with clients’ financial planning needs
Build and deepen relationships with assigned clients
Deliver banking solutions across deposits, insurance, loans, and investment products
Create positive and consistent banking experiences for customers
Leverage the Bank’s network to achieve individual sales targets
Ensure accurate execution of sales processes and documentation
Adhere to the Bank’s internal policies, business processes, and regulatory requirements (e.g. FAA and other statutory Acts)
Requirements
To be considered for this role, you should have:
A recognised university degree
A results-oriented, dynamic, and self-driven mindset
Ability to engage and manage both internal and external clients
Proven ability to achieve sales targets
Resourcefulness and ability to work with minimal supervision
Training & Career Development
Structured training program provided
Exposure to front line sales and financial advisory
Opportunities for fast track career progression
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.
Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
Leong Jia Wei
(Reg No: R25157456) on
+*************
or email
*************
Overview
This is a permanent role with a Local Bank in Singapore within the Retail and Personal Financial Services function. The position focuses on delivering financial solutions to Personal and Business Banking customers, helping them manage their finances and achieve their financial goals.
As a Personal Wealth Executive, you will provide financial advisory to mass-market customers, combining client engagement, product advisory, and sales execution. The role includes a structured training program and is open to Diploma / Degree Graduates without relevant work experience or certifications in wealth management.
Key Responsibilities
In this role, you will:
Provide financial advisory and investment solutions aligned with clients’ financial planning needs
Build and deepen relationships with assigned clients
Deliver banking solutions across deposits, insurance, loans, and investment products
Create positive and consistent banking experiences for customers
Leverage the Bank’s network to achieve individual sales targets
Ensure accurate execution of sales processes and documentation
Adhere to the Bank’s internal policies, business processes, and regulatory requirements (e.g. FAA and other statutory Acts)
Requirements
To be considered for this role, you should have:
A recognised university degree
A results-oriented, dynamic, and self-driven mindset
Ability to engage and manage both internal and external clients
Proven ability to achieve sales targets
Resourcefulness and ability to work with minimal supervision
Training & Career Development
Structured training program provided
Exposure to front line sales and financial advisory
Opportunities for fast track career progression
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.
Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
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