Editorial summary

The Personal Finance Executive role at a leading bank in Singapore involves supporting retail and premier clients with financial services. The position is commission-based, with an average salary of approximately SGD 4,200, depending on individual performance. Candidates are encouraged to contact Leong Jia Wei via WhatsApp or email for application details and further information. The company offers additional junior and senior variants of similar roles, which can be explored on their company page.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job id 12551 first appeared in Job-Q.com on 04 Jun 2026]

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

Scam prevention reminder: You should not make any pre-payment when applying for any job.

Illegal practices reminder: It is illegal for recruiter to collect payment (kickback) from the worker https://www.mom.gov.sg/-/media/mom/documents/publications/foreign-workers/what-are-kickbacks.pdf