Fulfilling and varied, a typical workday might look like this
· A wealth planning associate would primarily serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
· You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
· You should possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.
· You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.
· You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
· You are expected to achieve a balanced scorecard set by the company.
We want driven, service-oriented individuals like you with:
· A diploma/ degree in any discipline
· A willingness to work on a flexible schedule that includes weekends
· A passion for banking and wealth management
· Excellent communication and listening skills
· Confidence and Presentation skills
· Ability to explain complex information clearly and simply
(EA Reg No: 20C0312)
Please email a copy of your detailed resume to [email protected] for immediate processing.
Only shortlisted candidates will be notified.
