Our client, a reputable local bank, is seeking passionate individuals to join their dynamic team.
This role offers an excellent opportunity for career growth, even if you have no prior experience. Comprehensive training programs, a basic salary with monthly allowances, and an attractive incentives scheme are provided, along with excellent employment benefits.
Responsibilities:
- Client Relationship Management: Build and nurture strong, long-lasting relationships with clients, acting as their trusted advisor.
- Financial Planning: Conduct detailed financial planning discussions to understand clients' aspirations and objectives.
- Personalized Wealth Management: Create tailored wealth management plans that align with clients' risk tolerance, timeframes, and financial goals.
- Investment Advisory: Provide expert investment advice and recommend suitable financial products and services.
- Clear Communication: Explain complex financial concepts to clients in a clear and concise manner.
Qualifications:
- A Diploma in finance, economics, or a related field is advantageous.
- No prior experience required; comprehensive training will be provided.
- Strong analytical and problem-solving skills.
- Exceptional interpersonal and communication abilities.
Apply now to have a confidential discussion.
Jaycee Lay (EA: 94C3609/ R23114633)