Personal Wealth Growth Advisor

Placement Professionals, LLC; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

Placement Professionals, LLC seeks a Personal Wealth Executive for the Personal Banking team in Singapore. You will provide financial advisory and investment guidance to mass-market clients, aiming to meet sales goals while ensuring accurate and compliant transaction workflows.

You will build strong client relationships, deliver tailored financial guidance, and work within internal guidelines and regulatory frameworks to support wealth goals.

Qualifications

• University degree (or Diploma) accepted; wealth management experience not required.
• Results-oriented, dynamic and self-driven.
• Strong communication with internal and external stakeholders.

Responsibilities

• Offer sound financial consultation and investment options to address client objectives.
• Cultivate and strengthen relationships with clients.
• Maintain advisory protocols and paperwork respecting guidelines and regulations.

Skills

Sales orientation

Stakeholder management

Self-motivated

Communication

Results-oriented

Education

University degree or diploma

Job description

Placement Professionals, LLC seeks a Personal Wealth Executive for the Personal Banking team in Singapore. You will provide financial advisory and investment guidance to mass-market clients, aiming to meet sales goals while ensuring accurate and compliant transaction workflows.

You will build strong client relationships, deliver tailored financial guidance, and work within internal guidelines and regulatory frameworks to support wealth goals.