Bank Analyst

4 weeks ago


Singapore EQUE PTE. LTD. Full time
Roles & Responsibilities

JOB DESCRIPTION

  • 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

JOB REQUIREMENTS

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

EA Reg. Number: R21100629

EA License Number: 22C1278

Tell employers what skills you have

Wealth Management
Excellent Communication Skills
Financial Planning
Interpersonal Skills
Investments
Wealth
Private Banking
Banking
Team Player
Regulatory Requirements
Customer Service
Branch Banking
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