
Financial Advisory Specialist
2 weeks ago
The role of a wealth consultant is to provide financial advice and guidance to clients, helping them achieve their long-term financial objectives.
- Key Responsibilities:
- Conduct professional and consultative financial analysis sessions with clients to understand their needs and recommend suitable solutions.
- Build and strengthen long-term client relationships by providing regular market insights, product updates, and advisory support.
- Promote a comprehensive suite of banking and investment solutions, including structured notes, FX trades (with leverage), bonds (corporate and sovereign), and other wealth management products.
- Deliver tailored financial strategies across bancassurance, loans, and investments to help clients achieve their financial objectives.
- Actively participate in branch and business development initiatives to contribute to the overall success of the bank.
Requirements
- Local Diploma or Degree in any discipline.
- Minimum 1 year of sales experience in wealth management within the banking industry.
- Proven sales track record with strong client engagement and advisory skills.
- Dynamic, results-oriented, and self-motivated professional with a passion for financial advisory.
We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our company's Privacy Policy.
Employer InformationEA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076 EA Licence No.: 07C5771
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