Personal Wealth Banker (Banking Sector Client - Perm Hire)

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, fresh grads welcome)
• Personal Wealth Manager (mid-level with relevant experience)
• 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:

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 +65 8833 0192).