about the job
- Conduct financial needs analysis to understand customers' financial goals
- Provide financial product advisory to bank clients according to their needs
- Adhere to compliance and regulatory standards
- Engage in networking and marketing campaigns organised by the firm
skills and experience required
- Minimum Diploma required
- Minimum 1 year of wealth management / insurance sales
- Good effective communication skills
If you are interested in the role, click on the 'apply' function now! Alternatively, you may contact Claudia at [email protected] for more information.
EA Licence No: 11C5502 | EAP Registration No: R2199597
