Personal Banking Financial Planner

A Personal Banking Financial Planner plays a crucial role in assisting clients with their financial goals and investments. This role pays a Base Salary and Uncapped Incentives. As a full time employee, you will also enjoy a range of GREAT employee benefits

Key responsibilities include:

. Assisting clients in managing their financial objectives and providing personalized financial advice.

. Collaborating with teams to develop comprehensive financial plans and strategies.

. Analyzing client financial profiles to create tailored investment strategies and guidance on budgeting and debt management.

. Staying updated on industry trends and regulatory changes to offer cutting-edge financial advice.

To excel in this role, candidates enjoy interacting with people, they are confident communicators and able to conduct themselves professionally. They are self motivated, with the aim to advance their career in banking

Entry level or anyone who possesses passion and drive in a sales function are welcome to apply. To start a career in financial advisory, you will need a Diploma/ Degree in any discipline. Do reach out to me for a detailed sharing of the role and its expectations.

We regret that only shortlisted candidates will be notified.

EA Personnel: Linda Lim| EA Personnel No: R1221302 | EA License No:02C4944 | HP 8092 7381