Personal Wealth Banker

4 weeks ago

Singapore D L RESOURCES PTE LTD Full time
Roles & Responsibilities

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:

  1. Personal Wealth Executive
  2. Personal Wealth Manager / Wealth Banking Relationship Manager
  3. Privilege Banking Relationship Manager
  4. 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 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).

Tell employers what skills you have

Wealth Management
Sales
Investment Advisory
Investment Strategies
Financial Planning
Relationship Management
Wealth
Loans
Cold Calling
Private Banking
Risk Management
Retail Banking
Portfolio Management
Networking
Estate Planning
Banking
Financial Advisory
KYC
Business Development
Financial Services

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