Job Description

PERM HIRE WITH A BANKING SECTOR CLIENT BASE IN SINGAPORE - We are actively looking for passionate individuals to join our growing team in the following roles:

Personal Wealth Executive

(entry-level, new grads or applicants without relevant experience welcome)

Personal Wealth Manager

(mid-level)

Wealth Banking Relationship Manager

(senior-level, experienced advisors)
These roles are part of the client's

Retail Banking

division - Personal Wealth Banking, supporting mass market and affluent clients in achieving their financial goals through tailored wealth management solutions.

Core Responsibilities (varies by role seniority)

Provide expert financial advice across savings, investment, insurance, and loan products Build and manage a portfolio of clients through proactive outreach and relationship building Meet and exceed individual sales targets while ensuring compliance with internal and regulatory policies (e.g., FAA) Deliver excellent client experience through ethical advisory practices and timely follow-up Guide clients across various life stages and financial goals with personalized solutions

Structured Training for Entry-Level Hires (Personal Wealth Executives)

Pre-Onboarding:

Pass 3 out of 6 required CMFAS papers

Months 1-2:

Classroom training at corporate campus

Months 3-4:

On-the-job training at designated training branch cluster (cold calling, basic advisory)

Month 5 Onward:

Full branch deployment (subject to assessment clearance)

Who We're Looking For

Recognized university degree in any discipline Strong communication and interpersonal skills Sales-driven, results-oriented, and highly motivated Prior financial advisory or banking experience is an advantage for mid/senior roles Willingness to learn, adapt, and grow within a structured career framework

Career Progression Opportunities

Sales Route:

Personal Wealth Executive

Personal Wealth Manager / Wealth Banking Relationship Manager

Privilege Banking Relationship Manager

Private Banker

(Progression based on sales performance, product knowledge, and client AUM)*

Management Route:

Eligible for

Team Lead

or

Branch Manager

roles after 2+ years of performance and leadership potential

Specialist / Alternative Pathways:

Financial Product Specialist, Investment Advisor, or roles in middle-/back-office functions such as Compliance, Risk, or Operations
Interested candidates may reach out directly to our recruiters (Edwin:

+65 8 8 3 3 0 1 9 2 | EA License No: 24C2333 | EA Personnel No: R24123520)

Job Types: Full-time, Permanent, Fresh graduate

Pay: $3,800.00 - $4,150.00 per month

Work Location: In person