Wealth Manager (Banking/ North)

Job Order : 610130

Responsibilities

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs / objectives.
• To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• Promoting and offering a diverse range of banking products to both existing and prospective clients. ( Products include Structured notes, FX trades (with leverage), bonds (corporate and sovereign) etc... )
• Providing expert financial analysis and delivering tailored wealth management solutions, including bancassurance, loans and investment products.
• Actively engaging in branch activities, contributing to the overall success of the bank

Requirements

• Degree in any Discpline
• 1 year of sales experience in the banking industry
• Results-oriented, dynamic and self driven
• Excellent communication and interpersonal skills are crucial for building strong client relationships.

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EA Personnel Name: Tan Gabriel

EA Personnel Reg. No.: R22104076

EA Licence No.: 07C5771