[Job ID: 1059795]
Responsibilities:
- Conduct professional financial analysis and profiling sessions with customers to meet their financial needs and objectives.
- Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
- Promote and offer a diverse range of banking products to both existing and prospective clients, including structured notes, FX trades (with leverage), and bonds (corporate and sovereign).
- Provide expert financial analysis and deliver tailored wealth management solutions, including bancassurance, loans, and investment products.
Requirements:
- 1 year of sales experience in a wealth management role within banking.
- Local Diploma or Degree in any discipline.
- Results-oriented, dynamic, and self-driven.
- Excellent communication and interpersonal skills for building strong client relationships.
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EA Personnel Name: Lim Yoke Hui
EA Personnel Reg. no.: R1433821
EA License no.: 07C5771