Private Wealth Director
Full-time | Wealth Management | Fixed Monthly Salary from S$10,000 + CPF + Performance Incentives
Turn Your Banking Success into a Broader Wealth Advisory Career
You have built trusted client relationships, delivered strong commercial results, and developed deep knowledge of wealth management. Now, you may be ready for a platform that gives you greater scope to advise, grow, and be rewarded for the value you create.
PFPFA Pte Ltd invites proven banking professionals to join us as Private Wealth Directors.
This opportunity is intended for high-performing professionals from private banking, premier or priority banking, investment services, or external asset management. It combines a fixed monthly salary starting from S$10,000, full CPF contributions, attractive performance incentives, and access to a wider range of wealth advisory solutions.
Why Consider This Opportunity
- Fixed monthly salary from S$10,000: Financial stability as you transition into the wealth advisory sector.
- Performance-based rewards: An attractive incentive structure that recognises strong results.
- Broader advisory capabilities: Access to solutions from multiple providers to address a wider range of client needs.
- Established professional support: Integrated advisory platforms, training, and resources to support your success.
- Sustainable working environment: Structured advisory practices that encourage professional boundaries and personal wellbeing.
- Purpose beyond performance: Opportunities to participate in community initiatives and corporate social responsibility programmes.
Your Role
As a Private Wealth Director, you will:
- Develop and manage trusted relationships with high-net-worth clients.
- Understand clients financial priorities, family circumstances, and long-term aspirations.
- Formulate holistic wealth strategies covering protection, accumulation, estate planning, and legacy needs.
- Help clients evaluate suitable solutions across multiple product providers.
- Grow your client portfolio through disciplined relationship development and business-generation activities.
- Conduct all client engagements with professionalism, integrity, and discretion.
- Ensure that advisory activities comply with applicable MAS requirements and internal policies.
Who We Are Looking For
This is a performance-driven appointment for candidates with a demonstrable record of sales success.
Applicants should have:
- At least five years of relevant experience in a Singapore-based private bank, premier or priority banking division, investment arm, or external asset management environment.
- A consistent and verifiable track record of meeting or exceeding sales, revenue, or assets-under-management targets.
- Proven success in acquiring, developing, and retaining high-value client relationships.
- Experience working with high-net-worth clients on wealth preservation, estate planning, legacy planning, or insurance structuring.
- Strong knowledge of wealth management products and advisory practices.
- Excellent communication, presentation, negotiation, and relationship-management skills.
- A clean professional and regulatory record with MAS and current or former employers.
- Relevant CMFAS qualifications, including applicable modules such as RES5/M5, M6, M6A, M8, M8A, M9, M9A, and HI, or the ability to obtain the required qualifications promptly.
- A bachelor's degree in Business, Finance, or a related discipline is advantageous. Leadership, mentoring, or team-development experience will also be viewed favourably.
Please apply only if you can demonstrate a strong and consistent sales record. Shortlisted candidates may be asked to provide evidence of previous performance during the selection process.
Required Skills
- Advisory expertise: Ability to deliver comprehensive wealth management advice, including estate planning and insurance structuring, with awareness of cross‑border regulatory considerations.
- Relationship management: Proven track record in managing high‑value client relationships with discretion and professionalism.
Pay range and compensation package
- Monthly Salary + CPF Contribution: Stable monthly base salary with full CPF contributions.
- Performance Incentives: Competitive incentive structure designed to reward your contribution.
- Work‑Life Balance: Structured advisory sessions that support professional boundaries and personal wellbeing.
- Advanced Tools & Platforms: Access to integrated advisory platforms and resources to support client solutions.
- CSR Programs & Staff Benefits: At PFPFA, we believe wealth management extends beyond financial success. Our people are encouraged to give back through meaningful community initiatives, while enjoying comprehensive wellness benefits that support both personal and professional growth.
About the Company
PFPFA Pte Ltd is dedicated to fostering an inclusive and supportive environment where individuals can thrive, collaborate, and achieve their goals. With a strong emphasis on training and development, we empower our team members to excel and distinguish themselves within the financial advising industry. Established under the Financial Advisers Act (FAA) in January 2021 and officially launched in February 2021, PFPFA is committed to excellence and professional growth. Join a company driven by its people-centric culture and a passion for creating a positive and inspiring workplace. Prestige Wealth is a group of financial adviser representatives with PFPFA Pte Ltd.
Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practices.
Disclaimer: The information in this recruitment post is intended for general circulation and must not be distributed to, or used by, any person or entity in any jurisdiction where such distribution or use would be contrary to local law or regulation. Financial advisory services are provided only by licensed representatives of PFPFA Pte Ltd.
