Personal Wealth Advisor – Banking & Growth Path

D L RESOURCES PTE LTD; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading local bank in Singapore is seeking a motivated Personal Wealth Executive to provide financial advisory services to its mass-market customers. In this role, you will achieve individual sales targets while ensuring compliance with internal policies. Ideal candidates will hold a recognised university degree and possess a results-oriented, dynamic approach to client engagement. The position offers opportunities for career progression within a structured training program.

Qualifications

• A recognised university degree.
• Results-oriented, dynamic and self-driven.
• Competent in engaging and managing internal and external clients.
• Proven ability to achieve sales target.
• Resourceful and able to work with minimal supervision.

Responsibilities

• Render financial advisory to mass-market customers.
• Achieve individual sales target with compliance.
• Provide prudent financial advisory and investment solutions.
• Develop and deepen relationships with assigned clients.
• Ensure proper advisory procedures and documentation.

Skills

Results-oriented

Dynamic and self-driven

Client engagement

Sales target achievement

Education

Recognised university degree

Job description

A leading local bank in Singapore is seeking a motivated Personal Wealth Executive to provide financial advisory services to its mass-market customers. In this role, you will achieve individual sales targets while ensuring compliance with internal policies. Ideal candidates will hold a recognised university degree and possess a results-oriented, dynamic approach to client engagement. The position offers opportunities for career progression within a structured training program.