Jr Personal Wealth Financial Adviser

2 weeks ago

Central Region, Singapore Private Advertiser Full time $40,000 - $80,000 per year
What we are looking for (ABOUT OUR CLIENT - Banking Sector):

  • Perm Hire Directly With Local Bank in Singapore

  • Open to Diploma / Degree Graduates without relevant work experience/certifications in wealth management

- About the Department: The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

- Personal Financial Services: We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

We are looking for driven individuals who...
  • Enjoys front line sales
  • Are motivated by rewards & recognition
  • Desire fast track career progression
With a structured training program provided, you will...
  • Create distinctive banking experiences for our clients
  • Provide expert financial advice on our clients' wealth journey
  • Leverage on our Bank's network to meet and achieve sales targets
Job Responsibilities

As a Personal Wealth Executive within the Personal Banking business, you will be responsible for rendering financial advisory to BANK'S mass-market customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

  • Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of BANK's clients
  • Develop and deepen relationships with clients who have been assigned to you
  • Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)
Job Requirements
  • A recognised university degree
  • Results-oriented, dynamic and self-driven
  • Competent in engaging and managing internal and external clients
  • Proven ability to achieve sales target
  • Resourceful and able to work with minimal supervision

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

  • Wealth Manager

    2 weeks ago

    Central Region, Singapore Titans Private Wealth Full time $80,000 - $120,000 per year

    Wealth Manager (New to industry / Career transition)Are you ready to start a career in wealth management?Titans Private Wealth is expanding our wealth management team and we are searching for candidates who do not have experience in this field or looking for a switch in their career to join us as a Wealth Manager.You will be provided with training across the...

  • Financial Adviser, UK and AU specialization

    2 weeks ago

    Central Region, Singapore AVRIO WEALTH PTE. LTD. Full time $90,000 - $120,000 per year

    This role is for a senior financial planning professional with an existing client base who has UK and AU qualifications. You will be responsible for business development, managing client relationships, working closely with your clients to develop comprehensive and personalized financial plans, implement an investment plan that aligns to their goals along...

  • Wealth Managers

    2 weeks ago

    Central Region, Singapore Wealth Asia LLP Full time $80,000 - $120,000 per year

    Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client.Responsibilities:Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...

  • Director of Sales, Financial Services

    2 weeks ago

    Central Region, Singapore Titans Private Wealth Full time $90,000 - $120,000 per year

    Director of Sales, Financial Services (Experienced Hire)Are you ready to take your career in wealth management to the next level?Titans Private Wealth is expanding our wealth management team and we are searching for experienced and driven professionals with a passion for the wealth management industry to join us as a Director of Sales, Financial...

  • Wealth Manager

    1 day ago

    Paya Lebar, East Region, Singapore Prudential Financial Advisers Singapore Full time $80,000 - $120,000 per year

    Company DescriptionPrudential Financial Advisers Singapore, backed by Prudential, is one of Singapore's leading life insurance companies. We are dedicated to meeting our customers' financial needs with a wide range of products and wealth advisory services. Prudential Financial Advisers Singapore is licensed and regulated by the Monetary Authority of...

  • Personal Wealth Manager

    5 days ago

    Central Singapore Emprego SG Full time

    **Location** Singapore, Central Singapore **Job Type** Permanent **Salary** $3,000 - $4,500 Per Month **Date Posted** 57 minutes ago Additional Details **Job ID** 11936 **Job Views** 1 **Job Description**: Roles & Responsibilities - Perform Account Servicing duties, provide insurance broking advice and placement for clients - Liaise with clients...

  • Wealth Manager

    2 weeks ago

    Central Region, Singapore Alan Lok & Associates Full time $3,000 - $100,000 per year

    Join UsJoin one of the Agencies in Prudential Financial Advisers Singapore. Prudential Financial Advisers Singapore is licensed by the Monetary Authority of Singapore and backed by Prudential, one of Singapore's leading life insurance companies.Executive Wealth Director Alan Lok has many years of experience in the financial services industry, as Financial...

  • Financial Services Consultant

    2 weeks ago

    Central Region, Singapore Manulife Financial Advisers Full time $60,000 - $120,000 per year

    Unlock Your Potential with Manulife Financial Advisers - Dunn & PartnersAre you ready to ignite your career in the financial planning industry and make a real impact? Join our elite team at Manulife Financial Advisers - Dunn & Partners and embark on a journey where your passion for finance meets purpose.Why Us?• Empower Lives: Become a Financial Consultant...

  • Personal Assistant to Financial Consultant

    2 weeks ago

    Central Region, Singapore Advisors' Clique Full time $4,000 - $6,000 per year

    About our principal – Great Eastern Financial AdvisersGreat Eastern Financial Advisers Private Limited (GEFA) is a wholly owned subsidiary of Great Eastern Holdings Limited, a member of the OCBC Group and is licensed under the Financial Advisers Act to provide financial advisory services.As a licensed Financial Adviser, GEFA brings together a suite of...

  • Financial Consultant

    2 weeks ago

    Central Region, Singapore ProVision Wealth Advisory Full time $50,000 - $100,000 per year

    Are you ready to embark on a career that empowers you to impact others' lives while building your own financial success? We are looking for ambitious individuals to join us as Financial Consultants where growth, flexibility, and rewards are just the beginning.Take the first step toward becoming a trusted advisor for families, businesses, and communities....