Financial Advisor, Banking (Perm /Training Provided)

Job Summary:

You have our customers’ best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.

You see yourself as a companion on our clients’ journeys toward achieving their life goals. Given that no journey is ever the same, you take great care (and pride!) in tailoring your financial advice to meet each client’s unique needs and requirements.

You’re self-motivated, and always on the lookout for opportunities to grow. Whether it is keeping up to date with industry trends, expanding your skill set, or building your network of customers through tele-prospecting, virtual or in-person interactions, and customer outreach programmes. You are knowledgeable about the banks' products and services and can recommend financial planning solutions that address your customers' needs. With such drive and tenacity, it’s no surprise that you’re consistently meeting your personal goals and targets.

Last but not least, you’re focused on building long-term relationships with our customers. It forms the foundation to all that you do. You seize every opportunity to excite new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures.

Responsibilities

1. Attending to customers and providing financial advice.
2. Planning out and managing investment policies to achieve clients' financial goals.
3. Maintaining and developing long-lasting relationships with both existing and potential customers.
4. Capitalising on sales opportunities via customer events, financial reviews, and branch engagement activities.
5. Increasing client base by proactively reaching out to leads from the database and setting up appointments with potential clients.
6. Concluding sales through referrals from colleagues.
7. Attending to enquiries from walk-in customers.

Benefits and Prospect

1. Attractive remuneration and a comprehensive benefits package.
2. Recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
3. Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
4. Job scope consists of digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).

Requirements:

1. Bachelor's degree from a recognized university or a diploma from a local polytechnic.
2. Interested in financial planning or wealth management.

EA License No. 01C4394 • RCB No. 200007268E • Lim Jia Jie EA Registration No. R22108969

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