Junior Wealth Bankers

3 days ago

Central Region, Singapore Private Advertiser Full time $60,000 - $120,000 per year
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, new grads or applicants without relevant experience welcome)
  • Personal Wealth Manager (mid-leve)
  • 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
  • Recognized 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

Interested candidates may reach out directly to our recruiters (Edwin: | EA License No: 24C2333 | EA Personnel No: R

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