Junior Wealth Management Bankers (Bank Sector Client - Singapore)

Private Advertiser; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A banking sector client in Singapore is looking for passionate individuals to join its Retail Banking division. Positions available span entry-level to senior roles in Personal Wealth Banking, focusing on providing tailored wealth management solutions. Applicants will receive structured training and numerous career progression opportunities within a dynamic team environment.

Qualifications

• Strong communication and interpersonal skills required.
• Sales-driven and results-oriented mindset necessary.
• Prior financial advisory or banking experience is advantageous for mid/senior roles.

Responsibilities

• Provide expert financial advice across various products.
• Build and manage a portfolio of clients.
• Meet and exceed individual sales targets while ensuring compliance.

Skills

Communication

Interpersonal Skills

Sales-driven

Results-oriented

Willingness to Learn

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)