[Job Order ID: 1059795]
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. ( Products include Structured notes, FX trades (with leverage), bonds (corporate and sovereign) etc... )
- 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
Requirements
- Preferably local diploma of any discipline
- 1 year of sales experience in a wealth management role within banking.
- Very keen in a sales-fronting role.
- Excellent communication and interpersonal skills are crucial for building strong client relationships.
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Cesky Ong Zhi Rong
EA Personnel Registration Number: R24121422
EA License No.: 07C5771
