Total 9 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 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, contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

Overview

This role is for a Wealth Management Consultant (Investment), focused on helping clients achieve their financial goals through investment and insurance solutions. The position involves client acquisition, portfolio management, and long-term relationship building in a client-focused environment.

It offers a performance-driven career with structured development, mentorship, and opportunities to build recurring income.
This role combines client acquisition, advisory, and relationship management, with a strong emphasis on delivering investment solutions and maintaining long-term client trust.

Key Responsibilities

• Acquire clients through various prospecting strategies
• Review both prospective and existing client portfolios
• Propose tailored investment and insurance solutions based on client needs
• Manage and retain client relationships
• Respond to client enquiries in a professional manner
• Service and review financial portfolios to support long-term client engagement

Requirements

• A Diploma or Degree from a recognized institution in any field
• Strong communication and interpersonal skills
• A driven, entrepreneurial mindset with problem-solving ability
• Passion to make a meaningful impact
• Ability to work independently as well as in a team

Benefits & Development

• Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Incentive trips
• Opportunity to build recurring income streams
• Professional development and mentorship

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

My client is a leading wealth solutions platform offering bespoke services in Trust, Insurance, and Family Governance to ultra-high-net-worth individuals, families, and institutions. The firm is expanding its Singapore team with a Sales Director to drive growth across Southeast Asia.

The position focuses on developing the high net worth advisory business, building new distribution channels, and delivering tailored insurance and liquidity planning solutions. It is suited for an experienced Insurance Specialist with a strong track record in relationship management and business development.
This is a growth-focused role with a regional mandate, requiring the ability to build relationships, originate business, and deliver tailored solutions within a regulated environment.

Key Responsibilities

• Engage with clients and partners to build and maintain strong referral networks
• Develop a pipeline of new business opportunities through ongoing prospecting and partnerships
• Advise clients on insurance and liquidity planning, delivering customised solutions
• Ensure timely and accurate submission of documentation in line with internal controls and regulatory requirements
• Conduct regular reviews and provide ongoing servicing to policyholders
• Collaborate with internal teams on client meetings, servicing, and case preparation

Requirements

• A degree qualification and a valid MAS license
• At least 10 years of experience in sales or relationship management, preferably in insurance, private banking, or wealth advisory
• Strong communication and interpersonal skills to engage high-net-worth clients
• Ability to manage multiple priorities effectively while maintaining high service standards
• A proactive and disciplined approach to business development
• Fluency in English and Mandarin to support a regional client base

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

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

(Mid–Senior Level | Team Leadership& Advisory Growth)

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 offers an opportunity to build a career as a Wealth Management Consultant, focusing on investment and financial planning solutions. You will work directly with clients to help them achieve their financial goals through tailored advisory services across investments and insurance.

The position is suited for individuals who are client-focused, results-driven, and interested in developing a long-term career in wealth management with strong earning potential and professional growth.

Key Responsibilities

• Acquire new clients through various prospecting and networking strategies
• Review and assess financial portfolios for both prospective and existing clients
• Recommend suitable investment and insurance solutions based on clients’ needs
• Manage and maintain long-term client relationships
• Respond to client enquiries in a professional and timely manner
• Conduct regular portfolio reviews to ensure alignment with clients’ financial goals

Requirements

To be considered for this role, you should have:

• A diploma or degree from a recognised institution (any discipline)
• Strong communication and interpersonal skills
• A proactive, self-driven, and entrepreneurial mindset
• Ability to work independently as well as collaboratively in a team
• Interest in financial advisory and making a positive impact on clients

Compensation & Benefits

• Compensation structure includes monthly allowance, commission, incentives, and performance bonuses
• Opportunities to build recurring income streams
• Incentive trips based on performance
• Access to mentorship and professional development programmes

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 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

This opportunity is with a financial or investment hub in Singapore that provides comprehensive financial solutions, including global equities trading and wealth management advisory services. With multiple locations across neighbourhoods, the organisation aims to offer accessible and client-centric financial support.

The role of Investment Consultant / Relationship Manager focuses on helping individuals and families grow and protect their wealth while building long-term, trust-based relationships. The organisation values driven, adaptable individuals who are committed to delivering high-quality service and achieving strong results.

Key Responsibilities

• Acquire new clients while maintaining and strengthening relationships with existing clients
• Manage and grow a portfolio of clients, focusing on both asset growth and protection
• Conduct regular reviews of clients’ financial portfolios to identify opportunities and risks
• Recommend tailored, needs-based financial solutions aligned with clients’ goals
• Present and promote a wide range of financial products and services
• Actively participate in business development and client acquisition initiatives
• Respond to client enquiries professionally through both face-to-face and remote channels
• Deliver high standards of service to ensure client satisfaction and retention

Requirements

Main requirements:

• A diploma or degree, preferably in Business, Banking & Finance, Engineering, or a related field
• Strong interpersonal and communication skills
• A proactive attitude with the ability to work both independently and as part of a team
• A positive mindset and willingness to learn (candidates new to the financial industry are welcome)

Candidates with the following will have an advantage:

• At least 2 years of sales experience in the financial services industry (for Relationship Manager consideration)
• Relevant financial advisory experience and certifications such as CMFAS M5, M6, M8, M9, and HI

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

(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

This opportunity is with a local bank in Singapore under a permanent employment arrangement. The role sits within the Retail Banking division, focusing on delivering personalized financial solutions to individual and business customers.

Candidates without prior experience in wealth management are welcome, as a structured training program will be provided to equip you with the necessary knowledge and skills. This role is ideal for individuals who are sales-driven, motivated by performance-based rewards, and seeking accelerated career growth in the banking sector.

Best suited for individuals who:

• Enjoy client-facing, sales-oriented roles

• Are motivated by incentives, recognition, and career progression

• Are eager to build a long-term career in banking and wealth management

About the Department

The Retail Banking function supports customers in managing their finances and achieving their financial goals through a wide suite of services. These include deposits, loans (secured and unsecured), insurance, investment products, and wealth advisory.

The Personal Financial Services team focuses on creating convenient, value-driven banking solutions while encouraging strong savings and investment habits across different customer segments.

Key Responsibilities

As a Personal Wealth Executive, your role will involve:

• Delivering tailored financial advice and investment solutions to meet clients’ financial planning needs
• Building and maintaining strong relationships with assigned clients
• Providing a high-quality, personalized banking experience
• Leveraging the bank’s internal network and resources to meet sales targets
• Ensuring all advisory processes, documentation, and compliance requirements are completed accurately and promptly
• Adhering to internal policies and regulatory standards, including relevant financial advisory regulations

Training & Development

You will undergo a structured training program designed to:

• Equip you with product knowledge and financial advisory skills
• Prepare you to deliver professional wealth management services
• Support your ability to achieve sales and performance targets

Requirements

• A diploma or university degree (candidates without relevant experience are welcome)
• A results-driven and self-motivated mindset
• Strong interpersonal and communication skills for engaging clients
• The ability to work independently and manage responsibilities with minimal supervision
• A proactive attitude with the ability to meet and exceed sales targets

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

(Mid–Senior Level | Team Leadership& Advisory Growth)

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

Overview
An Investment Advisor role that providesstrategic investment advisory and supports the development and enhancement of investment products in line with market trends and organisational objectives. You will collaborate across teams, ensure regulatory compliance, and contribute insights that drive informed business and investment decisions.

Key Responsibilities

• Offer guidance on investment strategies that align with organisational goals, market developments, and broader economic conditions
• Contribute to business expansion and product development initiatives by providing strategic insights and working across teams
• Support the creation, rollout, and improvement of investment products and structures
• Serve as a subject matter expert to assist in marketing efforts, sales support, and due diligence processes
• Manage relationships with external partners and ensure smooth operational workflows
• Ensure adherence to regulatory standards and internal governance policies
• Perform market research, competitor analysis, and performance tracking to inform decision-making

Requirements

• Demonstrated experience in investment advisory, portfolio management, or a related financial services role, preferably with institutional clients
• Strong knowledge of asset allocation, financial markets, and investment instruments
• Familiarity with regulatory frameworks and operational practices within investment management
• Analytical and strategic thinker with a strong focus on achieving results

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

This role is with an investment advisory firm focused on redefining financial advisory by emphasising transparency, particularly in commissions for insurance and investment products. The organisation aims to build trust with clients by delivering ethical, client-first advice supported by technology and data-driven insights.

As a Financial Adviser, you will provide personalised wealth management solutions while leveraging FinTech tools and a structured training programme with mentorship. The role also offers the opportunity to build your own advisory practice within a supportive and growth-oriented environment.

Key Responsibilities

• Deliver customised financial advice across investments, insurance, retirement planning, and overall wealth management
• Build and nurture long-term client relationships by understanding their financial needs and recommending suitable solutions
• Offer a wide range of products, including unit trusts, ETFs, bonds, equities, and insurance solutions
• Identify and develop new business opportunities through networking, referrals, and outreach activities
• Conduct regular financial reviews to ensure clients’ plans remain aligned with their evolving goals
• Provide ongoing client support, including outside of standard working hours when required
• Ensure all advisory activities comply with regulatory standards and internal policies

Requirements

• Strong communication and interpersonal skills, both written and verbal
• A client-focused mindset with a professional, detail-oriented, and approachable attitude
• Keen interest in investment and financial products (relevant experience is an advantage but not required)
• Minimum academic qualifications such as GCE ‘A’ Levels, International Baccalaureate Diploma, local polytechnic diploma, or equivalent
• Relevant certifications or exemptions (e.g. CMFAS/IBF modules) will be an advantage

Candidates without prior working experience are welcome to apply.

Training, Tools & Career Development

You will benefit from an acceleration programme that includes structured training and mentorship, equipping you with the skills and knowledge to succeed. The firm also provides access to FinTech tools to enhance your ability to deliver personalised, data-driven advisory services.

Compensation & Work Structure

• Commission-based remuneration with potential for high earnings
• Employee-style benefits despite a performance-based income structure
• Flexibility to build and grow your own client base and advisory practice