Personal Banker (Wealth Planning Management)

apartmentPEOPLE PROFILERS PTE. LTD. placeToa Payoh descriptionPermanent calendar_month 

Start Your Career with One of Singapore’s Top Banks

Join as a Personal Banker (Wealth Management) and be part of an award-winning team delivering personalised financial solutions to customers. Enjoy full salary during the training period and uncapped earning potential, even at entry level.
  • What we can offer
  • Basic salary + Monthly fixed allowance + Uncapped Incentives
  • First-year expected income: $5,000 – $10,000++
  • Full salary provided during training period
  • Open to experienced sales professionals from any industry as well
  • Guidance and sponsorship for CMFAS certifications
  • Clear career progression pathway
  • Core Responsibilities
Primary Objective:

Deliver comprehensive Wealth Management solutions to Retail/Personal Banking clients by actively promoting and selling Bancassurance products and Investment Funds

Client Engagement:

  • Engage branch walk-in clients through face-to-face consultations
  • Arrange face-to-face or virtual meetings via tele-prospecting using the bank’s client database
  • Conduct client profiling to assess financial needs and goals
✅ Requirements
  • Singaporean only
  • Minimum local Diploma or Degree (as per MAS requirements)
  • Comfortable speaking with clients and building relationships
  • Proactive and self-driven mindset
  • Comfortable with cold calling

All Successful candidates can expect a very competitive remuneration package and a comprehensive range of benefits.

Please send your updated resume to josie.cha@peopleprofilers.com

We regret that only shortlisted candidates will be notified
People Profilers Pte Ltd
EA Licence Number: 02C4944
Tel: 6950 9756
EA Personnel: Cha Zi Jing Josie

EA Registration Number: R24124843

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