Personal Financial Executive / Advisor

PLACEMENT PROFESSIONALSSingaporemycareersfuturepublished 08/28/2026
Must-have:E-CommerceSeniorJunior

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456)   jiawei@placement.com.sg OR Whatsapp +65 8086 3812 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 '

Our team of Financial Advisors are responsible for driving the Bank’s business growth by developing strong and lasting relationships with our Clients. They are responsible for understanding our Client’s needs and provide unbiased advice in managing and growing their wealth. Responsibilities: Deliver consistent sales results

Meet new business and customer acquisition targets within the retail segment

Provide dedicated client services to the branch’s clients

Provide advisory in accordance with the Bank’s customer service and compliance guidelines

Conduct sales presentations to the Bank’s prospective customers

Requirements: Bachelor Degree in a Business or Finance discipline.

At least 1-year of financial advisory experience preferred, entry Level candidates are welcomed to apply as well.

Confident and highly energetic.

Self-motivated and driven.

Good communication and presentation skills.

Excellent leadership track record in extra-curricular activities.

We are looking for an energetic, confident and highly motivated candidate who works great in a team, and have good communication and presentation skills. If you are seeking a dynamic sales career where sky’s the limit, talk to us! By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

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