Junior Wealth Bankers (Personal Financial Advisory - Singapore Bank Client)

Private Advertiser; Singapore; On-site; SGD 40,000 - 80,000; Full time

Job summary

A leading banking institution in Singapore is seeking passionate individuals for roles including Personal Wealth Executive, Manager, and Relationship Manager. This position involves providing financial advice, managing client portfolios, and meeting sales targets. The company offers structured training and career progression paths for all candidates, especially those driven by results and a desire to learn.

Qualifications

• Strong communication skills are essential.
• Results-oriented individuals will excel.
• Prior financial advisory experience is advantageous.

Responsibilities

• Provide expert financial advice across various products.
• Build and manage a client portfolio.
• Meet and exceed individual sales targets.

Skills

Strong communication and interpersonal skills

Sales-driven

Results-oriented

Willingness to learn and adapt

Education

Recognized university degree in any discipline

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-leve)

• 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:

1. Personal Wealth Executive

2. Personal Wealth Manager / Wealth Banking Relationship Manager

3. Privilege Banking Relationship Manager

4. 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: [phone] | EA License No: 24C2333 | EA Personnel No: R24123520)