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Personal Wealth Manager (Singapore)

Hiredly X

RECRUITMENT firm

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AI-generated summary

  • Advise customers on banking, savings and investments; engage walk-ins, build relationships and meet sales targets.
  • Join a leading Singapore bank in a customer-facing wealth advisory team.
  • Training to fast-track into wealth mgmt!

RM 14.3K

Kuala Lumpur, Kuala Lumpur, Singapore

Job Description

We are looking for confident and motivated individuals to join a leading Singapore bank as Personal Wealth Managers. This opportunity is suitable for candidates with 2–3 years of working experience across various industries who are interested in developing a career in banking and wealth management.

Successful candidates will receive structured training in financial products, advisory services and sales to prepare them for a customer-facing banking role.

Key Responsibilities

  • Provide financial advice and recommend suitable banking, savings and investment products to customers.
  • Engage with walk-in and prospective customers to understand their financial goals and needs.
  • Build and strengthen customer relationships through proactive engagement.
  • Identify opportunities to introduce additional financial products and services.
  • Achieve individual sales targets while maintaining high service standards.
  • Ensure accurate documentation and compliance with banking regulations.

Job Requirements

  • Bachelor's Degree in any discipline, with graduation completed and certificate available.
  • Minimum 2 years of total working experience; candidates from non-banking industries are welcome.
  • Excellent English communication and comprehension skills (minimum expected standard 8/10).
  • Confident, articulate and professionally presentable.
  • Strong interpersonal skills with the ability to engage and build relationships with customers.
  • Sales-driven, self-motivated and comfortable working towards individual targets.
  • Prior banking or sales experience is an added advantage but not compulsory.
  • Mandarin or Hokkien proficiency is an added advantage.
  • Genuine interest in relocating to Singapore for long-term career development.
  • Able to complete mandatory training and financial licensing examinations.

Skills

Sales

Additional Info

Company Activity

Last active - few minutes ago


Company Profile

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Hiredly X

Hiredly X, the headhunting team of Hiredly, makes headhunting accessible and affordable for every employer, no matter the size or industry. We help employers screen and source the best candidates through exclusive access to our job portal database.Assisted with AI, we make the headhunting process fast and accurate, allowing us to be competitive with our fees.