Personal Financial Executive/Advisor

MAYBANK SINGAPORE LIMITED; Singapore; On-site; SGD 42,000 - 70,000; Full time

Benefits offered by this job

Performance-based rewards

Structured training and development

Clear career progression opportunities

Collaborative culture

Job summary

Maybank Singapore Limited is seeking a results-driven financial advisor to build relationships with clients, understand their needs, and guide wealth and protection solutions.

The role involves presenting financial conversations, growing the client portfolio, delivering proactive service, and achieving targets while upholding compliance; a diploma or degree and relevant experience are preferred.

Qualifications

• Diploma holder from local polytechnics or Bachelor in Business/Finance.
• At least 1 year of financial advisory experience preferred.
• Strong communication and presentation skills.
• Leadership in extra-curricular activities is a plus.

Responsibilities

• Build long-lasting client relationships as their trusted financial partner.
• Grow portfolio by acquiring new clients and expanding existing relationships.
• Recommend suitable wealth and protection 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 skills

Communication

Presentation

Sales

Education

Diploma or Degree in Business/Finance

1+ year financial advisory

Job description

Do you love meeting people, building relationships and helping others achieve their financial goals? Join Maybank and make an impact.

What You Will Be Doing?

• 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 protection 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 standards

What Makes You a Great Fit?

• People-oriented and relationship-driven
• Confident, energetic and self-motivated
• Strong communication and presentation skills
• Passion for sales and wealth management
• Able to work independently and as part of a team

Requirements:

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

Why Join Us?

• Attractive performance-based rewards
• Structured training and professional development
• Clear career progression opportunities
• Supportive and collaborative culture

Please note only shortlisted candidates will be notified.