Bank Analyst

EQUE PTE. LTD.; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A banking service provider in Singapore is seeking an individual to advise retail customers on personal banking products. The role involves engaging customers through various channels and providing tailored financial planning advice. Candidates should possess a Diploma or Degree in any discipline, along with a good understanding of banking regulations. Excellent service delivery is essential for success in this position.

Qualifications

• Ability to advise retail customers on financial products.
• Good understanding of banking regulations.

Responsibilities

• Serve retail customers and advise them on various personal banking products.
• Engage customers through branch banking and outreach programs.
• Provide financial planning advice to meet customer goals.

Education

Diploma/Degree in any discipline

Job description

Overview

• Serve retail customers and advise them on various personal banking and financial products and services based on their needs
• Engage customers through branch banking touch points, tele-appointments, and/or outreach programs
• Provide Financial planning advices to the customers and identify suitable financial solutions offered by the bank to meet their financial goals
• Have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting businesses
• Professionally and deliver service standards as prescribed by the Bank service values
• Achieve a balanced scorecard set by the company
• Ability to execute and ad-hoc duties as assigned by the Branch in charge

Qualifications

• Possess a Diploma/Degree in any discipline or equivalent experience

EA License Number: 22C1278

Disclaimer

By applying, you consent to being contacted for current or future job opportunities. All personal data will be managed in line with Singapore’s PDPA and used solely for recruitment purposes.