Personal Financial Executive/Advisor

Malayan Banking Berhad (Maybank); Singapore; On-site; SGD 35,000 - 75,000; Full time

Benefits offered by this job

Performance-based rewards

Structured training and development

Clear career progression opportunities

Collaborative culture

Job summary

Maybank Singapore is seeking a proactive Wealth Advisor to build and manage client relationships, understand financial goals and tailor wealth solutions for clients in a dynamic market.

You will present investment and protection options, grow the client base, and maintain high compliance while delivering outstanding service. This role offers structured training and clear career progression within the Wealth Management team.

Qualifications

• Diploma holder from Local Polytechnics OR Bachelor Degree in Business or Finance.
• At least 1 year of financial advisory experience preferred.
• Confident and highly energetic, self-motivated and driven.
• Good communication and presentations skills.
• Excellent leadership track record in extra-curricular activities.

Responsibilities

• Build long-lasting relationships with clients and become their trusted financial partner.
• Grow your portfolio by acquiring new clients and expanding existing relationships.
• Recommend suitable wealth and protections solutions based on client needs.
• Deliver exceptional customer experiences through proactive service.
• Conduct engaging sales presentations and financial conversations.
• Achieve sales and business growth targets while maintaining compliance.

Skills

People-oriented

Relationship-driven

Communication skills

Presentation skills

Self-motivated

Teamwork

Education

Diploma from Local Polytechnics OR Bachelor Degree in Business or Finance

Job description

Doyoulovemeetingpeople,buildingrelationshipsandhelpingothersachievetheirfinancialgoals?JoinMaybankandmakeanimpact.

WhatYouWillBeDoing?

• Buildlong-lastingrelationshipswithclientsandbecometheirtrustedfinancialpartner
• Growyourportfoliobyacquiringnewclientsandexpandingexistingrelationships
• Recommendsuitablewealthandprotectionsolutionsbasedonclientneeds
• Deliverexceptionalcustomerexperiencesthroughproactiveservice
• Conductengagingsalespresentationsandfinancialconversations
• Achievesalesandbusinessgrowthtargetswhilemaintainingcompliancestandards

WhatMakesYouaGreatFit?

• People-orientedandrelationship-driven
• Confident,energeticandself-motivated
• Strongcommunicationandpresentationskills
• Passionforsalesandwealthmanagement
• Abletoworkindependentlyandaspartofateam

Requirements:

• DiplomaholderfromLocalPolytechnicsOR
• BachelorDegreeinaBusinessorFinancediscipline
• Atleast1-yearoffinancialadvisoryexperiencepreferred
• Confidentandhighlyenergetic
• Self-motivatedanddriven
• Goodcommunicationandpresentationskills
• Excellentleadershiptrackrecordinextra-curricularactivities

WhyJoinUs?

• Attractiveperformance-basedrewards
• Structuredtrainingandprofessionaldevelopment
• Clearcareerprogressionopportunities
• Supportiveandcollaborativeculture

Pleasenoteonlyshortlistedcandidateswillbenotified.