Personal Wealth Manager

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[Confidential Information]

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

We are committed to helping customers achieve their personal and financial aspirations by providing a wide range of financial solutions. Our team offers diverse services across different areas of banking and wealth management, creating multiple opportunities for professional growth and career development in a supportive environment.

What You Do

As a Personal Wealth Manager, you will be based at one of our island-wide branches, delivering comprehensive financial advisory and banking solutions to customers.

Your key responsibilities include:

• Providing holistic financial advisory services by introducing suitable wealth management solutions, including insurance, investments, mortgage solutions, unit trusts, structured deposits, and other approved financial products.
• Working together with the Branch Manager to create monthly business plans, achieve sales objectives, and support customer growth initiatives.
• Using a consultative sales approach to understand customers financial priorities, life goals, and risk profiles before recommending appropriate solutions.
• Managing customer account opening and ongoing servicing activities while ensuring accurate documentation, timely follow-ups, and compliance with internal policies and regulatory standards.
• Engaging customers through phone consultations, branch interactions, and after-sales support while addressing enquiries and service needs professionally.
• Supporting branch activities, customer events, roadshows, and appointments to strengthen customer engagement and business performance.
• Developing and maintaining long-term customer relationships through regular portfolio reviews, meaningful conversations, and relevant financial recommendations.
  

Who You'll Enjoy This Role With

You are not expected to have complete knowledge from the start - training and guidance will help you build the necessary skills. The most important qualities are a positive mindset, commitment, and willingness to learn.

To support your success, you will undergo a structured training programme during your initial weeks in the role. You will also receive ongoing training opportunities throughout the year to continuously enhance your capabilities and stay updated with industry developments.

As you progress as a Personal Wealth Manager, you will have opportunities to advance through leadership or specialist career pathways, growing towards senior roles while expanding your expertise and client portfolio. High-performing individuals may also enjoy recognition and overseas incentive opportunities.

Requirements

• Preferably has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience.
• Fresh grads are welcome to apply.
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.
• Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for Senior Personal Wealth Manager position.

This role is suited for you if you:

• Have an interest in financial planning, wealth management, and helping customers achieve their goals.
• Enjoy engaging with people and developing strong relationships through conversations.
• Are comfortable working in a branch environment, supporting customers, delivering service excellence, and achieving performance objectives through financial advisory.
• Take pride in delivering quality work and continuously improving yourself.
• Are willing to work flexible hours, including occasional weekends for customer events when required.

What We Offer

• Competitive base salary
• A comprehensive suite of holistic and flexible benefits to support different lifestyles
• Industry-leading learning and professional development opportunities
• Strong emphasis on employee wellbeing, growth, and career aspirations
• Opportunities to contribute to meaningful community initiatives

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.