Relationship Manager, Personal Banking or Insurance Options Available (SG Only) - #1115119

Are you looking to grow your career as a Wealth Manager?

I work with top Banks and Financial Services clients who are actively seeking skilled professionals to guide clients in achieving their financial goals.

They offer opportunities for two types of roles: Financial Advisors/Consultants (FA) and Personal/Priority Bankers.

Wealth Managers provide tailored financial guidance across areas such as Wealth & Health Protection, Savings, Investments, Retirement Planning, and more, while building long-term client relationships.

Role Highlights & Key Differences

1) Remuneration

• FA: Self-employed, Full Commission, Uncapped Income, no KPIs
  First 2 years eligible for $2,000–$5,000/month allowance on top of Commissions

• Banker: Permanent employment with Basic Salary + Monthly Incentives
  No experience: $3,600–$3,800 Basic + $300 Allowance + Incentives
  Experienced bankers: $4,000–$5,000 Basic + $300 Allowance + Sign-On Bonus + Incentives
  Achieve 100% of monthly target to earn around $3,000 Incentives for a start, with uncapped potential for MORE

2) Client Acquisition

• FA: Warm Market (family/friends/acquaintances), Events, Roadshows, Personal Social Media Marketing, and Cold Calling

• Banker: Branch Walk-ins + Tele-prospecting via Bank's Client Database

3) Products

• FA: Full range of Insurance products + Funds + Financial Planning services (Trusts, Wills, Estate Planning, etc.)

• Banker: Insurance (via Bancassurance partner) + Funds + secondary Banking products & services

4) Working Style

• FA: Fully flexible – choose your own schedule and work hours

• Banker: Structured, KPI-driven, 5.5 workdays

5) Minimum Education

• FA: GCE ‘A’ Levels, or Polytechnic Diploma and above

• Banker: Polytechnic Diploma or Degree and above

  • In general, part-time Private Diplomas (e.g. Kaplan, MDIS, PSB Academy, etc.) do not meet MAS requirements. Please feel free to reach out if you’d like to verify your specific qualification.

Requirements

• Open to Singaporean Citizens and Permanent Residents (PRs) only

• Pass all Core CMFAS papers before commencement (guidance provided)

Why Apply Through Me?
I provide personalizsd guidance to help you identify the best role, considering:

• Compensation (Basic Salary, Allowance, Commissions)

• Earning Potential

• Product suite (Insurance, Funds, Financial Planning services)

• Lead Generation & Client Acquisition methods

• Training, mentorship, and back-office support

With my proven track record and knowledge, I seek to help jobseekers navigate the recruitment process and find the right opportunity to match their career goals.

How to Apply
Submit via Quick Apply or contact Wein Ng for a confidential discussion at 8837 5170.

Only shortlisted candidates will be notified.

EA Personnel Name: Ng Weineng | EA Personnel No: R1985639 | EA License No: 02C4944