Responsibilities
- To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs / objectives.
- To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
- Promoting and offering a diverse range of banking products to both existing and prospective clients.
- Providing expert financial analysis and delivering tailored wealth management solutions, including bancassurance, loans and investment products.
- Actively engaging in branch activities, contributing to the overall success of the bank
- Local Diploma / Degree in any Discipline
- 1 year of sales experience in a wealth management role within banking.
- Results-oriented, dynamic and self driven
- Very keen in a sales-fronting role.
- Excellent communication and interpersonal skills are crucial for building strong client relationships.
Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/
EA Personnel Name: Cesky Ong Zhi Rong
EA Personnel Registration Number: R24121422 EA License No.: 07C5771