Editorial summary

The company is seeking a Personal Financial Executive/Advisor to contribute to its business growth by building lasting client relationships and providing unbiased financial advice. The role involves understanding clients' needs and assisting in managing and growing their financial portfolios. The position offers a salary of $4,500, with additional junior and senior variants available. Interested candidates can contact Leong Jia Wei via email or WhatsApp for more information.

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

Job description

[This job id 28276 first appeared in Job-Q.com on 28 Aug 2026]

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

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.

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