Wealth Relationship Advisor – Retail Banking

Placement Professionals, LLC; Singapore; On-site; SGD 2,500 - 4,100; Full time

Job summary

Placement Professionals, LLC in Singapore seeks a Personal Wealth Executive to provide financial guidance to retail clients across loans, insurance, and investments, helping achieve financial goals and cultivate long-term client relationships.

You will work in a fast-paced retail banking environment with structured training, strong team support, and opportunities for career progression. Islandwide branches, diploma required, sales-driven role.

Qualifications

• Diploma is required.
• Results-oriented, dynamic and self-driven.
• Competent in engaging and managing internal and external clients.
• Proven ability to achieve sales targets.
• Resourceful and able to work with minimal supervision.

Responsibilities

• As a Personal Wealth Executive within the Personal Banking business, you will provide financial advisory services to retail banking customers, while working towards individual sales goals and ensuring all sales and compliance processes are completed accurately and efficiently.
• Deliver responsible financial advice and suitable investment solutions that address clients' financial planning objectives and requirements.
• Build and strengthen relationships with assigned clients by providing consistent engagement and quality financial support.
• Maintain proper advisory standards and documentation while following internal procedures, business guidelines, and relevant regulatory requirements.

Skills

Sales

Client engagement

Financial advisory

Regulatory compliance

Education

Diploma

Job description

Placement Professionals, LLC in Singapore seeks a Personal Wealth Executive to provide financial guidance to retail clients across loans, insurance, and investments, helping achieve financial goals and cultivate long-term client relationships.

You will work in a fast-paced retail banking environment with structured training, strong team support, and opportunities for career progression. Islandwide branches, diploma required, sales-driven role.