Banking Personal Wealth Manager (Financial Advisory)

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

[email protected]

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

As a Personal Wealth Executive within the Personal Banking business, you will provide financial advisory services to mass-market customers. You will be responsible for achieving individual sales targets while ensuring all sales activities and compliance requirements are completed accurately and efficiently.

• About the Department: The Retail division supports both Personal and Business Banking customers by delivering financial solutions that are customised to their individual needs. We help customers manage their finances effectively and work towards their financial objectives through a broad range of products and services. These offerings include deposits, insurance, secured and unsecured lending, investment solutions, and wealth advisory services.

• Personal Financial Services: We create and deliver products and services that provide customers with greater banking convenience while helping them maximise the value of their finances. Our focus includes encouraging responsible saving and investment habits across different life stages.

• Provide suitable financial advice and investment solutions that address customers’ financial planning goals and requirements.
• Build and strengthen relationships with assigned clients through consistent engagement and quality service.
• Follow proper advisory processes and maintain accurate documentation while complying with internal policies, business procedures, and regulatory requirements.

We are looking for driven individuals who...

• Enjoy engaging in customer-facing sales activities
• Are motivated by performance rewards and recognition
• Seek opportunities for accelerated career growth and progression
  

With a structured training programme provided, you will...

• Deliver meaningful banking experiences and build strong customer relationships
• Provide professional financial guidance to support customers throughout their wealth journey
• Utilise the Bank’s resources and network to develop opportunities and achieve sales objectives
  

Job Requirements

• A recognised university degree
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to achieve sales target
• Resourceful and able to work with minimal supervision

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