Private Wealth Relationship Advisor

Placement Professionals; Singapore; On-site; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Commission-based pay

Performance incentives

Job summary

Placement Professionals is recruiting a Private Wealth Advisor in Singapore to deliver tailored financial solutions to local and cross-border clients. The role blends sales, advisory, and client servicing, with a strong focus on acquiring new clients and growing wealth relationships.

The compensation is commission-based with a base salary plus allowances and performance incentives; candidates should have a diploma or bachelor’s degree and strong negotiation skills.

Qualifications

• A diploma or bachelor’s degree in any field.
• Strong sales and negotiation skills.
• A client-focused approach with good service orientation.
• Ability to handle challenges, resolve issues, and think critically.
• Strong attention to detail and organisational skills.

Responsibilities

• Source and acquire new clients through proactive outreach and lead generation.
• Grow existing relationships and identify opportunities for further business development.
• Conduct market research and develop strategies to support revenue growth.
• Achieve sales targets and relationship management objectives.
• Structure and negotiate financial solutions aligned with client needs.
• Recommend and cross-sell relevant banking, lending, investment, and insurance products.
• Manage client pipelines and maintain accurate records in CRM systems.
• Act as the main point of contact for clients, ensuring consistent communication.
• Review client portfolios regularly to identify needs and opportunities.
• Work with internal teams to resolve issues and deliver client solutions efficiently.

Skills

Sales

Negotiation

Client-focused

Prospecting

CRM

Education

Diploma or Bachelor’s degree

Job description

Placement Professionals is recruiting a Private Wealth Advisor in Singapore to deliver tailored financial solutions to local and cross-border clients. The role blends sales, advisory, and client servicing, with a strong focus on acquiring new clients and growing wealth relationships.

The compensation is commission-based with a base salary plus allowances and performance incentives; candidates should have a diploma or bachelor’s degree and strong negotiation skills.