Wealth Management Consultant

JOB ID: 1059795A

Responsibilities

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs / objectives.
• To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• Promoting and offering a diverse range of banking products to both existing and prospective clients. ( Products include Structured notes, FX trades (with leverage), bonds (corporate and sovereign) etc... )
• Providing expert financial analysis and delivering tailored wealth management solutions, including bancassurance, loans and investment products.
• Actively engaging in branch activities, contributing to the overall success of the bank

Requirements

• Degree in any Discipline 
• 1 year of sales experience in a wealth management role within banking.
• Results-oriented, dynamic and self driven
• Excellent communication and interpersonal skills are crucial for building strong client relationships.

We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our company’s Privacy Policy.
https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771