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Banking Personal Wealth Manager (Financial Advisory)

Placement Professionals

singapore, singapore, Singapore Full-time June 08, 2026
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Opportunity Description

To apply or find out more, contact Leong Jia Wei (Reg No: R ) on WhatsApp or email (HIDDEN TEXT) Overview This is a permanent role with a Local Bank in Singapore within the Retail and Personal Financial Services function. The position focuses on delivering financial solutions to Personal and Business Banking customers, helping them manage their finances and achieve their financial goals. As a Personal Wealth Executive, you will provide financial advisory to mass-market customers, combining client engagement, product advisory, and sales execution. The role includes a structured training program and is open to Diploma / Degree Graduates without relevant work experience or certifications in wealth management. Key Responsibilities In this role, you will: Provide financial advisory and investment solutions aligned with clients' financial planning needs Build and deepen relationships with assigned clients Deliver banking solutions across deposits, insurance, loans, and investment products ...
Full-time Other-General

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