JOB ID: 1059795
Responsibilities
- Conduct professional and consultative financial analysis sessions with clients to understand their needs and recommend suitable solutions.
- Build and strengthen long-term client relationships by providing regular market insights, product updates, and advisory support.
- Promote a comprehensive suite of banking and investment solutions, including structured notes, FX trades (with leverage), bonds (corporate and sovereign), and other wealth management products.
- Deliver tailored financial strategies across bancassurance, loans, and investments to help clients achieve their financial objectives.
- Actively participate in branch and business development initiatives to contribute to the overall success of the bank.
Requirements
- Local Diploma or Degree in any discipline.
- Minimum 1 year of sales experience in wealth management within the banking industry.
- Proven sales track record with strong client engagement and advisory skills.
- Dynamic, results-oriented, and self-motivated professional with a passion for financial advisory.
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EA Personnel Name: Gabriel Tan EA Personnel Reg. No.: R22104076 EA Licence No.: 07C5771
