Financial Advisor / Relationship Manager (Banking - Structured Training Pathway)

apartmentPrivate Advertiser placeToa Payoh scheduleFull-time calendar_month 

Junior Wealth Bankers

Wealth Financial Advisory | Retail Banking (Singapore)

Permanent role with a leading Singapore bank

We are inviting motivated individuals at the early stage of their career to join the Personal Wealth Banking division, supporting mass-market and affluent clients with professional financial advisory services.

This role offers a structured training pathway designed to build strong fundamentals in banking, advisory, and client relationship management—making it suitable for candidates looking to develop a long-term career in wealth banking.

Available Role Tracks
  • Personal Wealth Executive (entry-level, structured training provided)
  • Personal Wealth Manager (intermediate experience)
  • Wealth Banking Relationship Manager (experienced advisors)
What You Will Do
  • Advise clients on savings, investment, insurance, and lending solutions
  • Build and manage client relationships through ethical, needs-based advisory
  • Support clients at different life stages with tailored financial solutions
  • Achieve individual performance targets in line with regulatory standards (e.g. FAA)
  • Deliver consistent, high-quality client experience through follow-ups and reviews
Structured Training Pathway (Entry-Level Track)
  • Pre-Onboarding: Support to complete required CMFAS modules
  • Months 1–2: Classroom training at corporate campus
  • Months 3–4: Guided on-the-job training at designated branches
  • Month 5 onward: Full deployment, subject to assessment clearance
Who Should Apply
  • Diploma or degree holders from any discipline
  • Strong communication and people skills
  • Motivated, resilient, and open to learning
  • Comfortable working towards performance goals
  • Banking or advisory experience is an advantage but not required for entry-level roles

Career Development

Clear progression paths into senior advisory roles, privilege banking, private banking, or leadership positions, based on performance and capability.

About Us: Build Your Career in Banking and Technology — Contract & Permanent Roles Available

D L Resources provides Technology Managed Services and outsourced staffing for banks, multi-national corporations MNCs, technology firms, and corporates. We also offer recruitment, direct placement, and temporary contract jobs across a wide range of roles—covering both technology and business functions.

EA License No: 24C2333

Linkedin: https://www.linkedin.com/company/d-l-resources/

Interested candidates may reach out directly to our recruiters (Edwin: +65 8 8 3 3 0 1 9 2 | EA License No: 24C2333 | EA Personnel No: R24123520)

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