Investment Advisor

7 days ago


Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full time
About the Position

We are looking for a skilled Investment Advisor to join our team at GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.

In this role, you will be responsible for serving individual retail customers and advising them on various personal banking and financial products and services offered by the bank.

Key Responsibilities
  • Serve Individual Customers: Provide personalized advice to customers on their financial needs and goals.
  • Identify Opportunities: Engage with customers through branch banking touchpoints, tele-appointments, and outreach programs to identify opportunities to provide holistic financial planning advice.
  • Provide Financial Planning Advice: Offer sound financial knowledge and recommend suitable financial solutions to help customers achieve their financial goals.
Requirements
  • A Bachelor's degree from a recognized university or a diploma from a local polytechnic.
  • Interest in financial planning or wealth management.
  • Strong interpersonal and communication skills, with the ability to conduct yourself professionally.


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