Personal Finance Executive

[Job ID: 401667]

Key Responsibilities

• Acquire, manage, and deepen customer relationships through regular engagement.
• Identify client needs and recommend appropriate financial solutions.
• Achieve sales targets across banking products while ensuring high service standards.
• Monitor account activities and manage risk in line with regulatory and internal guidelines.
• Collaborate with internal teams to deliver seamless customer experiences.

Requirements

• Diploma/Degree in Business, Finance, or related field.
• Strong communication, interpersonal, and problem-solving skills.
• Sales-driven with proven experience in banking or customer-facing roles.
• Ability to build trust and maintain long-term client relationships.

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EA Personnel Name: Ong Kang Quan Ryan
EA Personnel Registration Number: R23116952
EA License No.: 07C5771