Personal Finance Executive

PLACEMENT PROFESSIONALS

Singapore, Singapore
Commission-based; salary range is average approxim...
Not specified
Source and onboard high-net-worth clients
Manage account opening and kyc processes
Cross-sell remittances and home loans
This job posting is for a Personal Finance Executive at Placement Professionals in Singapore, focusing on acquiring and managing high-net-worth clients while ensuring compliance with regulatory standards. The role emphasizes relationship management and requires strong communication skills, with compensation based on commission

Job Summary

  • This role focuses on acquiring and managing high-net-worth and qualified depositor clients for a leading bank.
  • The position involves driving business growth through active engagement while delivering quality service and meeting regulatory standards.
  • Candidates must be self-motivated professionals capable of handling client issues promptly to reduce risk and improve satisfaction.

Matching Summary

Match Score: 75

This job posting is for a Personal Finance Executive at Placement Professionals in Singapore, focusing on acquiring and managing high-net-worth clients while ensuring compliance with regulatory standards. The role emphasizes relationship management and requires strong communication skills, with compensation based on commission.

Salary

Commission-based; Salary range is average approximate based on past earnings

Skills & Requirements

Must-have

  • Source and onboard high-net-worth clients
  • Manage account opening and KYC processes
  • Cross-sell remittances and home loans
  • Adhere to AML/CFT compliance standards

Nice-to-have

  • Strong communication and relationship skills
  • Customer-focused approach with trust building
  • Ability to work independently and in teams

Key Requirements

  • Diploma in any discipline
  • Good understanding of retail banking products
  • High standards of professionalism and integrity

Work Rights

Not specified

Tailored Resume

Cover Letter