Personal Wealth Advisor — Grow Clients’ Finances

D L RESOURCES PTE LTD; Singapore; On-site; SGD 40,000 - 66,000; Full time

Job summary

D L RESOURCES PTE LTD is recruiting for a Personal Wealth Executive to join a major local bank in Singapore. The role targets diploma or degree graduates to offer wealth advisory services and front-line sales to mass-market clients, with a strong emphasis on achieving sales targets.

You will participate in a structured training program, develop tailored financial plans, and leverage the bank's network to meet client goals and compliance requirements.

Qualifications

• Open to diploma or degree graduates without relevant wealth management experience.
• Enjoys front line sales and is motivated by rewards and recognition.
• Results-oriented, dynamic and self-driven.

Responsibilities

• Provide prudent financial advisory and investment solutions to meet clients' needs.
• Develop and deepen relationships with assigned clients.
• Ensure advisory procedures and documentation comply with internal policies and regulatory requirements.

Skills

Front line sales

Results oriented

Self-driven

Client relationship management

Education

Bachelor's degree or equivalent

Job description

D L RESOURCES PTE LTD is recruiting for a Personal Wealth Executive to join a major local bank in Singapore. The role targets diploma or degree graduates to offer wealth advisory services and front-line sales to mass-market clients, with a strong emphasis on achieving sales targets.

You will participate in a structured training program, develop tailored financial plans, and leverage the bank's network to meet client goals and compliance requirements.