Job Details
Job Responsibilities:
- Relationship building with high net worth (HNW) clients
- Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
- Provide excellent customer service and banking experience
- Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
- Engage in networking and marketing campaigns to increase customer base
- Comply with all regulations and controls as set by the Bank and external regulatory authorities
Skills and Experience Required:
- Minimum 3 years of sales of financial products experience
- Strong knowledge on financial instruments and products
- Effective communication skills
- Analytical and logical thinking
If you're interested in the above role, click on the apply function now! Alternatively, you can [Confidential Information] a confidential discussion.
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
