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:
- Personal Wealth Executive
- Personal Wealth Manager / Wealth Banking Relationship Manager
- Privilege Banking Relationship Manager
- 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 OperationsWhy 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).
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