Personal Wealth Executive – Banking Client Advisory

Placement Professionals, LLC; Singapore; On-site; SGD 33,000 - 67,000; Full time

Job summary

Placement Professionals, LLC in Singapore is seeking a Personal Wealth Executive for a permanent role within a local bank’s Retail Banking division. You will deliver tailored financial advice and investment solutions, build lasting client relationships, and provide a high-quality, personalized banking experience.

This position welcomes entry-level candidates and career switchers; a structured training program will equip you with wealth management knowledge and sales skills while pursuing

Qualifications

• A diploma or university degree (candidates without relevant experience are welcome)
• A results-driven and self-motivated mindset
• Strong interpersonal and communication skills for engaging clients
• The ability to work independently and manage responsibilities with minimal supervision
• A proactive attitude with the ability to meet and exceed sales targets

Responsibilities

• Deliver tailored financial advice and investment solutions to meet clients’ financial planning needs
• Building and maintaining strong relationships with assigned clients
• Providing a high-quality, personalized banking experience
• Leveraging the bank’s internal network and resources to meet sales targets
• Ensuring all advisory processes, documentation, and compliance requirements are completed accurately and promptly
• Adhering to internal policies and regulatory standards, including relevant financial advisory regulations

Skills

Interpersonal communication

Sales mindset

Independent work

Proactiveness

Client relationship building

Education

Diploma or University degree

Job description

Placement Professionals, LLC in Singapore is seeking a Personal Wealth Executive for a permanent role within a local bank’s Retail Banking division. You will deliver tailored financial advice and investment solutions, build lasting client relationships, and provide a high-quality, personalized banking experience.

This position welcomes entry-level candidates and career switchers; a structured training program will equip you with wealth management knowledge and sales skills while pursuing