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
- In consultation with the PB team manager/branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals.
- To participate in marketing and promotional activities for customer acquisition.
Requirements
- 3 years of relevant experience in relationship management within the banking/financial wealth management space dealing with HNW clients
- Recognised university degree and possess CMFAS certification (M1, M5, M6, M6A, M8, M8A, M9, M9A & HI).
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
Please kindly refer to the Privacy Policy of Good Job Creations for your reference:
https://goodjobcreations.com.sg/en/privacy-policy/
EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
