Job Order: 401769
Responsibilities
- Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment Implementation
- 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.
Requirements
- Degree with relevant CMFAS papers.
- At least 2 years of experience managing with clients in the financial services space and show consistent sales performance
- Sound knowledge of banking products and services including investment products such unit trust, dual currency, corporate bonds, structured notes and leveraging facilities
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.
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EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
