Personal Wealth Executive/ Manager (Open to Fresh Grad)

Manpower Malaysia; Singapore; On-site; SGD 36,000 - 54,000; Full time

Job summary

Manpower Malaysia invites applications for a Personal Wealth Executive to acquire new customers and assess their financial needs, offering tailored banking, investment, and insurance solutions. You will be part of a structured training program with mentorship and a clear pathway into wealth management and relationship management roles.

Engage clients, meet sales targets, ensure regulatory compliance, and deliver superior service while developing long-term relationships in a dynamic banking

Qualifications

• Bachelor's Degree in any discipline.
• Fresh graduates are encouraged to apply.
• Candidates with up to 3 years of working experience are welcome.
• Strong communication and interpersonal skills.
• Customer-oriented with a passion for sales and relationship building.
• Self-motivated, driven, and eager to learn.

Responsibilities

• Acquire and build relationships with new customers.
• Understand customers' financial goals and needs.
• Promote and recommend banking, investment, and insurance products.
• Deliver personalized financial solutions to help customers achieve their financial objectives.
• Maintain regular engagement with clients and provide ongoing support.
• Achieve individual sales and business targets.
• Ensure compliance with regulatory and internal banking guidelines.
• Provide excellent customer service and banking experience.

Skills

Strong communication

Interpersonal skills

Sales mindset

Customer relationship

Self-motivation

Education

Bachelor's degree

Job description

Kickstart your career in the banking and wealth management industry as a Personal Wealth Executive. You will be responsible for acquiring new customers, understanding their financial needs, and recommending suitable banking, investment, and insurance solutions. This role offers structured training, mentorship, and a clear pathway into wealth management and relationship management roles.

Key Responsibilities

• Acquire and build relationships with new customers.
• Understand customers' financial goals and needs.
• Promote and recommend banking, investment, and insurance products.
• Deliver personalized financial solutions to help customers achieve their financial objectives.
• Maintain regular engagement with clients and provide ongoing support.
• Achieve individual sales and business targets.
• Ensure compliance with regulatory and internal banking guidelines.
• Provide excellent customer service and banking experience.

Requirements

• Bachelor's Degree in any discipline.
• Fresh graduates are encouraged to apply.
• Candidates with up to 3 years of working experience are welcome.
• Strong communication and interpersonal skills.
• Customer-oriented with a passion for sales and relationship building.
• Self-motivated, driven, and eager to learn.