Banking Personal Wealth Manager (Financial Advisory)

PLACEMENT PROFESSIONALS

Singapore, Singapore
Provide financial advisory solutions
Achieve individual sales targets
Deliver banking products across deposits
This permanent role focuses on delivering financial solutions to Personal and Business Banking customers to help them achieve their financial goals

Job Summary

  • This permanent role focuses on delivering financial solutions to Personal and Business Banking customers to help them achieve their financial goals.
  • The position includes a structured training program and is open to graduates without prior wealth management experience or certifications.
  • Candidates will be responsible for building client relationships, executing sales processes, and ensuring compliance with internal policies and statutory Acts.

Matching Summary

Match Score: 85

This permanent role focuses on delivering financial solutions to Personal and Business Banking customers to help them achieve their financial goals.

Skills & Requirements

Must-have

  • Provide financial advisory solutions
  • Achieve individual sales targets
  • Deliver banking products across deposits
  • Adhere to regulatory requirements

Nice-to-have

  • Results-oriented and dynamic mindset
  • Ability to work with minimal supervision
  • Resourceful client engagement skills

Key Requirements

  • Recognised university degree
  • Diploma or Degree graduate status
  • No prior work experience required

Work Rights

Not specified

Tailored Resume

Cover Letter