Personal Wealth Banker

4 days ago

Singapore D L RESOURCES PTE LTD Full time

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-upGuide 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)

***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 rolesWillingness to learn, adapt, and grow within a structured career framework

**Career Progression Opportunities**:
**Sales Route**:

- **Personal Wealth Executive**
- **Personal Wealth Manager / Wealth Banking Relationship Manager**
- **Privilege Banking Relationship Manager**
- **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

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