Responsibilities:
- Conduct professional and consultative financial needs analysis to understand clients’ goals and recommend appropriate banking and wealth solutions.
- Build and manage long-term client relationships through regular engagement, market updates, and ongoing advisory support.
- Actively promote a comprehensive range of banking and wealth management solutions, including investments, bancassurance(eg)
- Deliver tailored financial strategies aligned with clients’ risk profiles and financial objectives.
- Drive branch sales performance by supporting business development initiatives, client acquisition activities, and referral generation.
- Ensure a high standard of customer service while maintaining strong sales discipline.
- Comply with all internal policies, regulatory requirements, and service standards.
- Bachelor’s degree from a recognised university or a diploma from a local polytechnic.
- Interested in financial planning or wealth management.
- Prior work experience is not a requirement.
- Enjoy interacting with people, are a good communicator and able to conduct yourself professionally.
- Willing to work on a flexible schedule that includes weekends
We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our company’s Privacy Policy.
https://goodjobcreations.com.sg/en/privacy-policy/
EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
JOB ID: 533220
https://goodjobcreations.com.sg/en/privacy-policy/
EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
JOB ID: 533220