To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80863812

or email

[HIDDEN TEXT]

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.

Banking Personal Wealth Manager (Financial Advisory)