about the job
- 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
- Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers
- Comply with all regulations and controls as set by the Bank and external regulatory authorities
skills and experience required
- Minimally 6 years of relevant experience in banking & financial advisory
- Possess strong knowledge of financial products
- Great communication & interpersonal skills
- Self-motivated and driven individuals with strong sales track record
If you’re interested in the above role, click on the ’apply’ function now! Alternatively, you can contact Claudia at 68183141 or [email protected] for a confidential discussion.
EA License No: 11C5502 | EAP Registration No: R2199597