Financial Advisory

3 days ago

Central Region, Singapore Private Advertiser Full time $40,000 - $60,000 per year
What we are looking for (Bank Sector Client - Singapore):

  • 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

  • Admin

    3 days ago

    Central Region, Singapore Financial Advisory Full time $4,000 - $6,000 per year

    Join Us as an Administrative Assistant – Financial Services Raffles placeBe part of a team that changes lives.We don't just process paperwork — we help people protect their families, achieve their goals, and find peace of mind through sound financial planning.Now, we're looking for a dependable, detail-oriented Administrative Assistant who will be the...

  • Admin Assistant

    3 days ago

    Central Region, Singapore Financial Advisory Full time $40,000 - $80,000 per year

    Job SummaryWe are seeking a reliable and detail-oriented Client & Support Administration Executive to assist our team in delivering excellent client service and efficient operations. This role provides both administrative support and direct client servicing, helping to maintain strong client relationships and organized internal workflows.Key...

  • Financial Consultant

    3 days ago

    Central Region, Singapore Invictus Advisory Pte Ltd Full time $104,000 - $130,878 per year

    Company DescriptionFounded in 2001, Summit Planners Invictus, representing Manulife, is one of Singapore's leading financial advisory groups. We provide individuals and families with holistic financial solutions, ranging from insurance protection and investment planning to retirement and legacy planning. Backed by Manulife's global presence and financial...

  • Financial Analyst

    3 days ago

    Central Region, Singapore finexis advisory Pte Ltd Full time $104,000 - $130,878 per year

    ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?Be ready to embark on a journey which offers you an exciting opportunityHERE'S A SHORT INTRO OF WHO WE ARESince 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and...

  • Student Financial Advisors Internship

    3 days ago

    Central Region, Singapore Jack Financial Group (JFG) Full time $800 - $15,000 per year

    CompanyJack Financial Group (JFG)DesignationStudent Financial Advisors InternshipDate Listed14 Jun 2025Job TypeEntry Level / Junior ExecutiveIntern/TSJob PeriodImmediate Start, For At Least 2 MonthsProfessionInsuranceIndustryInsuranceLocation NameAlexandra Road, AIA Singapore (Alexandra), SingaporeAddress371 Alexandra Rd, Singapore 159963MapAllowance /...

  • Financial Consultant Trainee

    12 hours ago

    Central Region, Singapore Premier Advisory - Andrew Ang Full time $104,000 - $130,878 per year

    About the RoleWant to break into the financial sector? Join us as a Financial Consultant Trainee, where you'll build strong foundations in financial planning, investment strategies, and client engagement. With our training, you will gain recognised certification in the financial industry.What You'll Learn & DoSupport administrative and client servicing...

  • Senior Financial Consultant

    3 days ago

    Central Region, Singapore Professional Investment Advisory Services Pte Ltd - Edy Hartono Full time $60,000 - $120,000 per year

    Empower Lives Through Financial Clarity – Join Us as a Client Relationship ManagerAre you someone who values meaningful conversations, builds trust naturally, and enjoys guiding others towards financial peace of mind?Whether you come from sales, insurance, or service industries, we're looking for individuals with a strong desire to build a long-term career...

  • Financial Management Intern

    2 days ago

    Central Region, Singapore Premier Advisory - Andrew Ang Full time $104,000 - $130,878 per year

    About the InternshipAre you a student or fresh graduate interested in finance? This is your chance to gain experience in financial advisory, learning key topics like CPF, budgeting, and investment During the 3 months internship programme, you will receive hands-on training and mentorship to help you develop practical skills for a future career in finance....

  • First Vp/ Vp, Wealth Advisory, Personal Financial

    7 days ago

    Central Singapore Emprego SG Full time

    **Location** Singapore, Central Singapore **Job Type** Permanent **Date Posted** 4 hours ago Additional Details **Job ID** 1752 **Job Views** 2 Job Responsibilities - Creation of advisory content and format to drive compelling proof points that showcase our wealth advisory expertise. To deliver: - Content Curation for Wealth Content Hub (Types of...

  • VP / AVP, Team Head - Financial Planning Advisory, Consumer Banking Group

    3 days ago

    Central Region, Singapore DBS Bank Limited Full time $90,000 - $120,000 per year

    VP / AVP, Team Head - Financial Planning Advisory, Consumer Banking Group J)Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits,...