Financial Services Consultant (Bank Branch)

AMBITION GROUP SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

An international insurance company in Singapore is seeking a highly driven sales professional. In this role, you will provide tailored financial solutions, establish clients' financial goals, and develop comprehensive wealth management strategies. The ideal candidate possesses a business-related degree and displays excellent communication skills, leadership qualities, and problem-solving abilities. This is an exciting opportunity to thrive in a dynamic environment.

Qualifications

• Ability to deliver effective communication with clients.
• Strong leadership qualities with a focus on excellence.
• Analytical and problem-solving abilities in financial planning.

Responsibilities

• Provide financial solutions in a bank branch environment.
• Establish and review customers' financial goals.
• Develop and customize wealth management strategies.

Skills

Effective communication

Interpersonal skills

Leadership qualities

Analytical skills

Problem-solving abilities

Adaptability in fast-moving environments

Education

Degree/Diploma in Business relevant fields

Job description

Our client, an international insurance company is looking for highly driven sales professional to join their team.

Key Responsibilities

• Stationed in bank branch to provide financial solutions to customers
• Establish customers' financial goals
• Determine their current financial situations to identify any shortfalls
• Develop wealth management strategies to plan for their future
• Customize solutions for individual needs and regularly review financial plans
• Be a financial solutions provider who provides affordable solutions and options to help customers achieve their financial goals
• Act as financial coach to provide guidance on saving

The ideal candidate will possess the following

• Degree/Diploma in Business relevant fields of studies
• Exhibit ability to deliver effective communication and good interpersonal skills
• Possess strong leadership qualities and a mind towards excellence
• Analytical and strong problem-solving abilities
• Dynamic individual who strives in fast moving environment

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to [e-mail]. Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.