Senior Personal Wealth Manager

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

We are dedicated to helping customers achieve their financial aspirations by providing a broad range of financial solutions and services. Our team supports clients across different stages of their financial journey while offering diverse career opportunities in a dynamic and professional environment.

What You Do

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

Your key responsibilities include:

• Deliver holistic financial advisory services by recommending suitable wealth management solutions, including insurance, investments, mortgage solutions, unit trusts, structured deposits, and other approved financial products.
• Work closely with the Branch Manager to create monthly action plans, achieve sales goals, and support business growth and customer acquisition initiatives.
• Apply a consultative advisory approach to understand customers’ financial objectives, life priorities, and risk profiles before recommending appropriate solutions.
• Manage account opening processes and ongoing customer servicing activities while ensuring accurate records, timely follow-ups, and compliance with policies and regulatory requirements.
• Engage customers through phone consultations, branch interactions, and after-sales support by addressing enquiries, feedback, and daily financial servicing needs professionally.
• Support branch operations, customer events, roadshows, and appointments to strengthen customer engagement and meet business objectives.
• Build and maintain long-term customer relationships through regular reviews, proactive engagement, and valuable financial insights.
  

Who You’ll Enjoy This Role With

• You are not expected to have complete knowledge from the beginning — structured training and guidance will support your development. The key qualities we value are the right attitude, commitment, and willingness to learn.
• To help you succeed, you will participate in a structured training programme during the early stages of your career. You will also receive ongoing development opportunities throughout the year to strengthen your capabilities and stay updated with industry changes.
• As a successful Senior Personal Wealth Manager, you will have opportunities to progress through leadership or specialist career pathways, with the potential to advance into management or senior client relationship roles. High-performing individuals may also receive recognition and opportunities to participate in overseas incentive experiences.
  

Who you are

• Preferably has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience.
• Results-oriented professional who is motivated to perform and succeed in a fast-paced environment.
• 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 and wealth management.
• Enjoy engaging with people and building strong relationships through conversations.
• Are comfortable working in a branch environment, supporting customers, delivering quality service, and achieving performance goals through holistic financial advisory.
• Take ownership of your work and are committed to continuous improvement.
• Are open to flexible working arrangements, including occasional weekends for 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.