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Personal Wealth Executive

Company

Foundit

Location

singapore, singapore

Posted

June 10, 2026

Position Overview

Job Title - Personal Wealth Executive

Job Type - Permanent with Client

Job Location - Singapore - Islandwide (closest branch to your home)

Working hours - As per bank branch working hours

Responsibilities:
  • As a Personal Wealth Executive within the Personal Banking business, you will be responsible for rendering financial advisory to the bank's mass-market customers.
  • You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.
  • Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of Bank's clients
  • Develop and deepen relationships with clients who have been assigned to you
  • Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts) <...

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