Personal Wealth Executive

Placement Professionals, LLC; Singapore; On-site; SGD 2,500 - 4,100; Full time

Job summary

Placement Professionals, LLC in Singapore seeks a Personal Wealth Executive to provide financial guidance to retail clients across loans, insurance, and investments, helping achieve financial goals and cultivate long-term client relationships.

You will work in a fast-paced retail banking environment with structured training, strong team support, and opportunities for career progression. Islandwide branches, diploma required, sales-driven role.

Qualifications

• Diploma is required.
• Results-oriented, dynamic and self-driven.
• Competent in engaging and managing internal and external clients.
• Proven ability to achieve sales targets.
• Resourceful and able to work with minimal supervision.

Responsibilities

• As a Personal Wealth Executive within the Personal Banking business, you will provide financial advisory services to retail banking customers, while working towards individual sales goals and ensuring all sales and compliance processes are completed accurately and efficiently.
• Deliver responsible financial advice and suitable investment solutions that address clients' financial planning objectives and requirements.
• Build and strengthen relationships with assigned clients by providing consistent engagement and quality financial support.
• Maintain proper advisory standards and documentation while following internal procedures, business guidelines, and relevant regulatory requirements.

Skills

Sales

Client engagement

Financial advisory

Regulatory compliance

Education

Diploma

Job description

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[e-mail]

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

Join a fast-paced retail banking environment where your ambition and performance are recognised and rewarded. You will provide customised financial solutions across areas such as loans, insurance, and investments while supporting clients in achieving their financial goals. If you enjoy customer engagement, sales-driven roles, and opportunities for career advancement, this role offers the platform to grow. With structured training and strong team support, you will be equipped to achieve targets and develop meaningful long-term client relationships through professional financial guidance.

Responsibilities:

• As a Personal Wealth Executive within the Personal Banking business, you will provide financial advisory services to retail banking customers, while working towards individual sales goals and ensuring all sales and compliance processes are completed accurately and efficiently.
• Deliver responsible financial advice and suitable investment solutions that address clients' financial planning objectives and requirements.
• Build and strengthen relationships with assigned clients by providing consistent engagement and quality financial support.
• Maintain proper advisory standards and documentation while following internal procedures, business guidelines, and relevant regulatory requirements.

Salary:

Up to $4,100 + Commission + $300 position allowance

Working hours:

As per bank branch working hours

Location:

Islandwide (closest branch to your home)

Requirements:

• Minimum diploma
• 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

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.