Total 5 job vacancies by Placement Professionals

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

Overview

This role sits within Personal Financial Services, focusing on delivering banking and investment solutions that help customers better manage and grow their finances. The position involves understanding customer needs, providing advisory services, and promoting responsible saving and investment practices.

You will work across multiple channels, including the Bank’s branch network, tele-consulting, and referrals, to drive sales and build long-term customer relationships.
Combine financial advisory, sales, and relationship management, with an emphasis on compliance and delivering customer-focused banking solutions.

Key Responsibilities

• Understand customers’ financial needs and provide timely advice and recommendations
• Promote and cross-sell consumer banking and investment products, including insurance, structured deposits, and unit trusts
• Build and deepen relationships with both new and existing customers
• Ensure proper advisory procedures and maintain accurate documentation in line with the Bank’s internal policies and regulatory requirements
• Leverage the Bank’s branch network, tele-consulting, and referrals to meet and exceed individual sales targets

Requirements

• A recognised degree or diploma in a relevant field
• Strong interpersonal and communication skills
• Ability to work independently with resourcefulness
• Drive and initiative to succeed in a fast-paced environment
• Flexibility to accommodate extended working hours

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

Overview

This is a permanent role with a Local Bank in Singapore within the Retail and Personal Financial Services function. The position focuses on delivering financial solutions to Personal and Business Banking customers, helping them manage their finances and achieve their financial goals.

As a Personal Wealth Executive, you will provide financial advisory to mass-market customers, combining client engagement, product advisory, and sales execution. The role includes a structured training program and is open to Diploma / Degree Graduates without relevant work experience or certifications in wealth management.

Key Responsibilities

In this role, you will:

• Provide financial advisory and investment solutions aligned with clients’ financial planning needs
• Build and deepen relationships with assigned clients
• Deliver banking solutions across deposits, insurance, loans, and investment products
• Create positive and consistent banking experiences for customers
• Leverage the Bank’s network to achieve individual sales targets
• Ensure accurate execution of sales processes and documentation
• Adhere to the Bank’s internal policies, business processes, and regulatory requirements (e.g. FAA and other statutory Acts)

Requirements

To be considered for this role, you should have:

• A recognised university degree
• A results-oriented, dynamic, and self-driven mindset
• Ability to engage and manage both internal and external clients
• Proven ability to achieve sales targets
• Resourcefulness and ability to work with minimal supervision

Training & Career Development

• Structured training program provided
• Exposure to front line sales and financial advisory
• Opportunities for fast track career progression

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview

This role is for a Personal Finance Executive with a leading bank in Singapore, supporting both retail and premier clients. The position focuses on acquiring and managing high-net-worth and qualified depositor clients, driving business growth through active engagement, and delivering quality service while meeting regulatory standards.

Key Responsibilities

• Source and onboard high-net-worth and qualified depositor clients through outreach, meetings, and networking
• Manage account opening processes, including KYC and regulatory documentation
• Cross-sell banking products such as remittances, home loans, and other financial services
• Maintain client relationships and ensure efficient handling of transactions and enquiries
• Resolve client issues promptly to reduce risk and improve satisfaction
• Ensure adherence to KYC, AML/CFT, and internal compliance requirements
• Work with internal teams and support additional initiatives as assigned

Requirements

• A diploma in any discipline
• Good understanding of retail banking products and services
• Strong communication and relationship management skills
• A customer-focused approach with the ability to build trust
• Self-motivation and the ability to work independently and in a team
• High standards of professionalism, integrity, and ethics

Overview

I am hiring for a Property Advisory and Marketing Consultancy with 10 years in the industry.

This role supports marketing and administrative functions within a firm providing real estate analysis and research services across Singapore, Southeast Asia, and Australia. You will handle data management, content coordination, and marketing material creation to support business operations and outreach efforts.

The position is suited for individuals who are detail-oriented and able to manage both administrative and creative marketing tasks.

Key Responsibilities

In this role, you will:

• Enter and manage data accurately from multiple sources within required timelines
• Update and coordinate marketing content across various platforms to ensure consistency
• Maintain and organise marketing databases for accessibility and accuracy
• Create digital and print marketing materials, including EDMs, factsheets, and seasonal communications
• Ensure all materials adhere to brand guidelines
• Support additional administrative or marketing tasks as required

Requirements

To be considered for this role, you should have:

• Strong attention to detail and accuracy in handling data
• Good organisational and time management skills
• Ability to manage multiple tasks and meet deadlines
• Basic design and content creation capabilities for marketing materials
• Familiarity with database management and digital marketing platforms is an advantage

To apply or find out more, pleasecontact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also carry more Junior and Seniorvariants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(Entry–Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview of the Position

Kickstart your career as a Personal Financial Consultant with a renowned local bank in Singapore. This role is part of the Global Consumer Financial Services division, which focuses on helping customers achieve their financial goals through a comprehensive suite of banking and wealth solutions.

You will be stationed at one of the bank’s branches and play a key role in delivering holistic financial advisory services. The organisation is known for its strong regional presence and commitment to developing its people through continuous training and career progression opportunities. Whether you are a fresh graduate or an experienced professional, this role offers a clear pathway for growth in both sales and leadership tracks.

About the Department

The Consumer Financial Services team supports customers across various segments—from everyday banking to premier services—by offering a wide range of financial products. These include insurance, loans, investment products, and structured deposits.

Working in this division provides exposure to diverse customer needs and multiple career pathways, all within a dynamic and high-performing environment.

Key Responsibilities

As a Personal Financial Consultant, you will:

• Provide end-to-end financial advisory services to customers at the branch level
• Promote and cross-sell a comprehensive range of wealth management products, including insurance, loans, unit trusts, and structured deposits
• Adopt a consultative approach to understand clients’ needs and recommend suitable financial solutions
• Build and nurture long-term relationships with customers, ensuring consistent engagement and follow-up
• Deliver quality after-sales service to enhance customer satisfaction and retention

Training & Career Development

You will undergo a structured onboarding programme during your first six weeks to build a strong foundation in financial advisory and product knowledge. In addition, ongoing annual training ensures you remain updated with industry developments and sharpen your professional skills.

High-performing individuals can progress along different career tracks, including:

• Management Track: Advancement towards leadership roles such as Branch Manager
• Sales Track: Progression into senior advisory roles, managing affluent or premier clients

Top performers may also qualify for incentive trips to international destinations.

Requirements

To be considered for this role, you should have:

• A diploma or degree (fresh graduates are welcome to apply)
• Preferably at least 2 years of experience in retail banking or financial sales (not mandatory for entry-level candidates)
• A strong results-driven mindset with the ability to perform under pressure
• Good interpersonal and communication skills to engage effectively with customers
• Flexibility to work non-standard hours, including weekends when required
• Candidates with more than 2 years of relevant financial advisory experience and a strong sales track record may be considered for Senior Personal Financial Consultant position.