Personal Financial Executive / Advisor

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

***email_hidden***

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

Our team of Financial Advisors plays a key role in driving the Bank’s growth by building strong, lasting relationships with clients. They focus on understanding clients’ financial objectives and providing objective guidance to help them manage and grow their wealth effectively.

Responsibilities

• Deliver consistent and sustainable sales results.
• Meet new business generation and customer acquisition targets within the retail banking segment.
• Provide personalised and dedicated service to the branch’s client base.
• Offer financial advice while adhering to the Bank’s service standards and regulatory compliance requirements.
• Conduct engaging sales presentations and financial discussions with prospective Bank customers.

Requirements

• Bachelor Degree in a Business or Finance discipline.
• At least 1-year of financial advisory experience preferred, entry Level candidates are welcomed to apply as well.
• Confident and highly energetic.
• Self-motivated and driven.
• Good communication and presentation skills.
• Excellent leadership track record in extra-curricular activities.

We are looking for an enthusiastic, confident, and driven individual who thrives in a collaborative environment and possesses strong communication and presentation abilities.

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.