
Wealth Management Career Opportunity
1 week ago
We are actively seeking passionate individuals to join our growing team in the following roles:
- Entry-Level Financial Advisor
- Mid-Level Portfolio Manager
- Senior-Level Wealth Banking Specialist
These roles are part of our Retail Banking division - Personal Wealth Banking, supporting mass market and affluent clients in achieving their financial goals through tailored wealth management solutions.
Key Responsibilities- Provide expert financial guidance 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
- Deliver exceptional client experience through ethical advisory practices and timely follow-up
- Guide clients across various life stages and financial goals with personalized solutions
- Pre-Onboarding: Pass 3 out of 6 required certifications
- Months 1–2: Classroom training at our 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)
- 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
Sales Route:
- Financial Advisor
- Portfolio Manager / Wealth Banking Specialist
- Privilege Banking Specialist
- Private Banker
(Progression based on sales performance, product knowledge, and client assets under management)
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
- Comprehensive training and support for all levels
- Industry-recognized certifications
- Merit-based rewards and fast-track advancement
- Dynamic and supportive working environment
- Exposure to a broad suite of financial products and clients
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