Personal Financial Consultant

To apply or find out more, pleasecontact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

[email protected]

I also carry more Junior and Seniorvariants of this role; please browse our Company Page to find out more.

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

(Entry–Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview of the Position

Kickstart your career as a Personal Financial Consultant with a renowned local bank in Singapore. This role is part of the Global Consumer Financial Services division, which focuses on helping customers achieve their financial goals through a comprehensive suite of banking and wealth solutions.

You will be stationed at one of the bank’s branches and play a key role in delivering holistic financial advisory services. The organisation is known for its strong regional presence and commitment to developing its people through continuous training and career progression opportunities. Whether you are a fresh graduate or an experienced professional, this role offers a clear pathway for growth in both sales and leadership tracks.

About the Department

The Consumer Financial Services team supports customers across various segments—from everyday banking to premier services—by offering a wide range of financial products. These include insurance, loans, investment products, and structured deposits.

Working in this division provides exposure to diverse customer needs and multiple career pathways, all within a dynamic and high-performing environment.

Key Responsibilities

As a Personal Financial Consultant, you will:

• Provide end-to-end financial advisory services to customers at the branch level
• Promote and cross-sell a comprehensive range of wealth management products, including insurance, loans, unit trusts, and structured deposits
• Adopt a consultative approach to understand clients’ needs and recommend suitable financial solutions
• Build and nurture long-term relationships with customers, ensuring consistent engagement and follow-up
• Deliver quality after-sales service to enhance customer satisfaction and retention

Training & Career Development

You will undergo a structured onboarding programme during your first six weeks to build a strong foundation in financial advisory and product knowledge. In addition, ongoing annual training ensures you remain updated with industry developments and sharpen your professional skills.

High-performing individuals can progress along different career tracks, including:

• Management Track: Advancement towards leadership roles such as Branch Manager
• Sales Track: Progression into senior advisory roles, managing affluent or premier clients

Top performers may also qualify for incentive trips to international destinations.

Requirements

To be considered for this role, you should have:

• A diploma or degree (fresh graduates are welcome to apply)
• Preferably at least 2 years of experience in retail banking or financial sales (not mandatory for entry-level candidates)
• A strong results-driven mindset with the ability to perform under pressure
• Good interpersonal and communication skills to engage effectively with customers
• Flexibility to work non-standard hours, including weekends when required
• Candidates with more than 2 years of relevant financial advisory experience and a strong sales track record may be considered for Senior Personal Financial Consultant position.

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