Wealth Advisor, Personal Banking — Growth & Advisory

Placement Professionals, LLC; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Structured training programme

Career growth opportunities

Competitive compensation

Job summary

Placement Professionals, LLC is recruiting a Personal Wealth Executive within the Personal Banking division in Singapore. The role focuses on delivering financial advisory services to mass-market clients, achieving individual sales targets, and ensuring compliant, accurate documentation throughout the advisory process.

Successful candidates will build strong client relationships, engage in customer-facing sales activities, and leverage structured training to advance within the wealth management

Qualifications

• Provide financial advice and investment solutions addressing customers’ goals.
• Build and strengthen client relationships with consistent engagement.
• Follow advisory processes and comply with internal policies and regulatory requirements.

Responsibilities

• Deliver financial guidance to mass-market customers.
• Achieve individual sales targets while maintaining compliant sales activities.
• Utilize bank resources to develop opportunities and meet sales objectives.

Skills

Customer-facing sales

Sales targets

Relationship management

Financial advisory

Education

Bachelor's degree or higher

Job description

Placement Professionals, LLC is recruiting a Personal Wealth Executive within the Personal Banking division in Singapore. The role focuses on delivering financial advisory services to mass-market clients, achieving individual sales targets, and ensuring compliant, accurate documentation throughout the advisory process.

Successful candidates will build strong client relationships, engage in customer-facing sales activities, and leverage structured training to advance within the wealth management