Branch Wealth Advisor — Client Growth & Planning

Placement Professionals; Singapore; On-site; SGD 56,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Professional development

Wellbeing & growth

Community involvement

Job summary

Placement Professionals is recruiting a Personal Wealth Manager to deliver comprehensive financial advisory and banking solutions from our island-wide Singapore branches. You will help clients meet personal and financial goals through holistic wealth management, including insurance, investments, mortgages, and other approved products.

You will train in a structured program, with ongoing learning to stay current.

Qualifications

• Degree or Diploma with at least 2 years of relevant retail banking sales experience.
• Fresh grads are welcome to apply.
• Results-oriented go-getter who works well under pressure.
• 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.

Responsibilities

• Provide holistic financial advisory and banking solutions to customers.
• Work with Branch Manager to create monthly business plans and meet sales objectives.
• Use consultative approach to understand customers' financial priorities and risk profiles.
• Manage customer account opening and servicing with compliant documentation.
• Engage customers through phone, branch interactions, and after-sales support.
• Support branch activities, events, and portfolio reviews.
• Develop and maintain long-term client relationships through regular portfolio reviews.

Skills

Sales experience

Customer service

Results-oriented

Flexible hours

Education

Degree or Diploma

Job description

Placement Professionals is recruiting a Personal Wealth Manager to deliver comprehensive financial advisory and banking solutions from our island-wide Singapore branches. You will help clients meet personal and financial goals through holistic wealth management, including insurance, investments, mortgages, and other approved products.

You will train in a structured program, with ongoing learning to stay current.