Wealth Management Associate

Job ID: 1059795

Are you a motivated self-starter who enjoys working with people and is curious about building a career in banking and wealth management

This role is ideal for non-experienced candidates or career switchers who want hands-on exposure to Relationship Management, client advisory, and financial solutions - with structured training and on-the-job support.

What You'll Be Doing

• Learn to conduct consultative financial discussions with clients to understand their goals and needs

• Support the recommendation of suitable banking, investment, and wealth solutions under guidance

• Build and nurture long-term client relationships through regular engagement and follow-ups

• Share relevant market insights, product updates, and basic financial concepts with clients

• Gain exposure to a broad range of financial solutions, including:

  • Savings and banking products

  • Investments and unit trusts

  • Bancassurance and protection solutions

  • Loans and basic financing products

• Participate in branch initiatives, campaigns, and business development activities

• Develop core skills in communication, relationship management, and client advisory

What We're Looking For

• Local Diploma or Degree in any discipline

• Strong interest in sales, relationship management, or financial advisory

• Positive attitude, resilience, and willingness to learn

• Comfortable speaking with clients and building rapport

• Self-motivated, goal-driven, and open to feedback and coaching

Why This Role

• Entry-level opportunity to start a Relationship Manager career

• Structured training and mentorship provided

• Exposure to real client interactions and wealth management products

• Clear career progression

• Ideal for candidates exploring a long-term career in banking

We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities.
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EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771