Personal Finance Executive
Job Description
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456) on
+65 80358497
or email
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
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