The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.
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
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
EA Licence No: 11C5502 | EAP Registration No: R2199597
