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Front-Line Financial Sales Executive

salary Salary :

$3,500 - 4,200 monthly

Job Description - Front-Line Financial Sales Executive

Personal financial services wealth management | Retail Banking (Singapore)
Permanent role with a leading Singapore bank

We are inviting motivated individuals at the early stage of their career to join the Wealth Banking division, supporting mass-market and affluent clients with professional financial advisory services.

This role offers a structured training pathway designed to build strong fundamentals in banking, advisory, and client relationship management—making it suitable for candidates looking to develop a long-term career in wealth banking.

Available Role Tracks

  • Personal Wealth Executive (entry-level, structured training provided)

  • Personal Wealth Manager (intermediate experience)

  • Wealth Banking Relationship Manager (experienced advisors)

What You Will Do

  • Advise clients on savings, investment, insurance, and lending solutions

  • Build and manage client relationships through ethical, needs-based advisory

  • Support clients at different life stages with tailored financial solutions

  • Achieve individual performance targets in line with regulatory standards (e.g. FAA)

  • Deliver consistent, high-quality client experience through follow-ups and reviews

Structured Training Pathway (Entry-Level Track)

  • Pre-Onboarding: Support to complete required CMFAS modules

  • Months 1–2: Classroom training at corporate campus

  • Months 3–4: Guided on-the-job training at designated branches

  • Month 5 onward: Full deployment, subject to assessment clearance

Who Should Apply

  • Diploma or degree holders from any discipline

  • Strong communication and people skills

  • Motivated, resilient, and open to learning

  • Comfortable working towards performance goals

  • Banking or advisory experience is an advantage but not required for entry-level roles

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About the Company

D L RESOURCES PTE LTD

D L RESOURCES PTE LTD is an established Information Technology Services Company. The company is focused on providing Information Technology services to our clients based in Singapore, consisting of financial institutions, banks and Multi-National Companies. The principal activities of the Com...

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