Personal Financial Executive/Advisor
3 weeks ago
Overview:
Our team of Financial Advisors are responsible for the growing business of the Bank by forging deep and long-term relationships with our Clients. They are responsible for understanding our Client's needs and provide unbiased advice in managing and growing their wealth.
Responsibilities:
- Achieve consistent sales performance
- Achieve new business and customer acquisition goals within the retail segment
- Provide dedicated client services to the branch's clients
- Provide advisory in accordance with the Bank's customer service and compliance guidelines
- Conduct sales presentations to the Bank's prospective 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 energetic, confident and highly motivated candidate who works great in a team, and have good communication and presentation skills.
If you are seeking a dynamic sales career where sky's the limit, talk to us
Please note only shortlisted candidates will be notified.
Tell employers what skills you haveWealth Management
Sales Presentations
Leadership
Literacy
Financial Planning
Customer Relationships
Wealth
Customer Acquisition
Compliance
Presentation Skills
Financial Advisory
Customer Service
Personal Development
Financial Services
Hospitality
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