Job opening - Wealth Management Advisor in Singapore | Randstad Singapore

summary

singapore
permanent
full-time

specialism
banking & financial services
sub specialism
retail banking
reference number
91M0274664_5367263154623514926

job details

Key Responsibilities

Conduct structured financial profiling and risk assessments to evaluate client goals, delivering customised recommendations across retail banking and wealth solutions
Deliver timely market briefings, economic updates, and portfolio performance reviews, positioning the bank as a reliable source of market intelligence. ...

Maintain documentation accuracy for all advisory engagements, account openings, and transaction processing; actively participate in internal and external audit reviews.

Ensure all financial advisory and sales practices comply with central bank guidelines (e.g., MAS in Singapore, regional authorities) and the bank’s internal code of conduct.

Key Requirements

2+ years of direct experience in retail banking sales, relationship management, or wealth advisory with a proven record of target achievement.
Comprehensive knowledge of consumer banking products, mutual funds, bancassurance, treasury, and multi-asset wealth solutions.
Required local advisory regulatory certifications (e.g., CMFAS Modules 5, 8, 8A, 9, 9A in Singapore)
Degree in Business, Finance, Banking, Economics, or a related discipline.
Strong consultative selling skills, analytical thinking, excellent interpersonal and presentation abilities, and an unwavering commitment to risk awareness and client ethics.

Please click on the 'apply' button to apply online

(EA: 94C3609 / R26163835)

show more

Key Responsibilities

Conduct structured financial profiling and risk assessments to evaluate client goals, delivering customised recommendations across retail banking and wealth solutions
Deliver timely market briefings, economic updates, and portfolio performance reviews, positioning the bank as a reliable source of market intelligence.
Maintain documentation accuracy for all advisory engagements, account openings, and transaction processing; actively participate in internal and external audit reviews.
Ensure all financial advisory and sales practices comply with central bank guidelines (e.g., MAS in Singapore, regional authorities) and the bank’s internal code of conduct.

Key Requirements

2+ years of direct experience in retail banking sales, relationship management, or wealth advisory with a proven record of target achievement.
Comprehensive knowledge of consumer banking products, mutual funds, bancassurance, treasury, and multi-asset wealth solutions.
Required local advisory regulatory certifications (e.g., CMFAS Modules 5, 8, 8A, 9, 9A in Singapore)
Degree in Business, Finance, Banking, Economics, or a related discipline.
Strong consultative selling skills, analytical thinking, excellent interpersonal and presentation abilities, and an unwavering commitment to risk awareness and client ethics.

Please click on the 'apply' button to apply online

(EA: 94C3609 / R26163835)

key responsibilities
Position Overview

A Wealth Management Advisor is responsible for driving the growth of the bank's retail wealth portfolio by combining proactive client acquisition, consultative advisory, and structured portfolio management. The role serves as a trusted advisor to emerging high networth clients, delivering tailored investment, insurance, and banking solutions while upholding the highest standards of regulatory compliance and operational integrity.
skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree

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benjamin lai

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