Retail Banking Wealth Advisor (Perm Hire: Bank Sector Client - Singapore)

Private Advertiser; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

Join a leading banking sector client in Singapore as a Personal Wealth Executive, Wealth Manager, or Banking Relationship Manager. These roles involve providing tailored financial advice, building client relationships, and career progression through structured training. Ideal candidates are motivated individuals with a recognized degree and strong communication skills, eager to thrive in a dynamic environment.

Benefits

Comprehensive training and support for all levels

Industry-recognized certifications (CMFAS)

Merit-based rewards and fast-track advancement

Dynamic and supportive working environment

Exposure to a broad suite of financial products

Qualifications

• Strong communication and interpersonal skills are essential.
• Sales-driven, results-oriented attitude required.
• Prior financial advisory or banking experience is advantageous for mid/senior roles.

Responsibilities

• Provide financial advice across various products such as savings and investments.
• Build and manage a portfolio of clients through outreach and relationship building.
• Meet and exceed sales targets while ensuring compliance.

Skills

Communication

Interpersonal Skills

Sales-driven

Motivated

Education

Recognised university degree

Job description

PERM HIRE WITH A BANKING SECTOR CLIENT BASE IN SINGAPORE - We are actively looking for passionate individuals to join our growing team in the following roles:

• Personal Wealth Executive (entry-level, new grads or applicants without relevant experience welcome)

• Personal Wealth Manager (mid-leve)

• Wealth Banking Relationship Manager (senior-level, experienced advisors)

These roles are part of the client's Retail Banking division - Personal Wealth Banking, supporting mass market and affluent clients in achieving their financial goals through tailored wealth management solutions.

Core Responsibilities (varies by role seniority)

• Provide expert financial advice across savings, investment, insurance, and loan products

• Build and manage a portfolio of clients through proactive outreach and relationship building

• Meet and exceed individual sales targets while ensuring compliance with internal and regulatory policies (e.g., FAA)

• Deliver excellent client experience through ethical advisory practices and timely follow-up

• Guide clients across various life stages and financial goals with personalized solutions

Structured Training for Entry-Level Hires (Personal Wealth Executives)

• Pre-Onboarding: Pass 3 out of 6 required CMFAS papers

• Months 1–2: Classroom training at corporate campus

• Months 3–4: On-the-job training at designated training branch cluster (cold calling, basic advisory)

• Month 5 Onward: Full branch deployment (subject to assessment clearance)

Who We’re Looking For

• Recognised university degree in any discipline

• Strong communication and interpersonal skills

• Sales-driven, results-oriented, and highly motivated

• Prior financial advisory or banking experience is an advantage for mid/senior roles

• Willingness to learn, adapt, and grow within a structured career framework

Career Progression Opportunities

Sales Route:

1. Personal Wealth Executive

2. Personal Wealth Manager / Wealth Banking Relationship Manager

3. Privilege Banking Relationship Manager

4. Private Banker
   (Progression based on sales performance, product knowledge, and client AUM)

Management Route:

• Eligible for Team Lead or Branch Manager roles after 2+ years of performance and leadership potential

Specialist / Alternative Pathways:

• Financial Product Specialist, Investment Advisor, or roles in middle-/back-office functions such as Compliance, Risk, or Operations

Why Join Us?

• Comprehensive training and support for all levels

• Industry-recognized certifications (CMFAS)

• Merit-based rewards and fast-track advancement

• Dynamic and supportive working environment

• Exposure to a broad suite of financial products and clients

If you’re excited about building a meaningful career in retail wealth management, apply now and embark on a rewarding journey with please reach out to our recruitment team: (Edwin Teo; EA Personnel No. R24123520; Whatsapp [phone]).