Strategic Financial Service Specialist
4 weeks ago
Job Overview
EQUE PTE. LTD. is seeking a highly skilled Strategic Financial Service Specialist to join our team.
About the Role:
- Provide expert advice to retail customers on personal banking and financial products, identifying suitable solutions based on their needs and goals.
- Develop strong relationships with customers through various touch points, including branch banking, tele-appointments, and outreach programs.
- Assess customer financial situations and offer tailored financial planning guidance, matching them with suitable bank offerings.
- Maintain a deep understanding of banking regulations and adhere strictly to established guidelines.
- Deliver exceptional service standards as defined by EQUE PTE. LTD.'s service values.
- Meet or exceed performance targets outlined in the company's balanced scorecard.
- Pursue additional duties as assigned by the Branch in charge, demonstrating adaptability and teamwork.
Requirements and Qualifications:
- Hold a Diploma/Degree in any field or possess equivalent work experience.
Estimated Salary Range: $60,000 - $80,000 per annum, depending on qualifications and experience.
Tell employers what skills you have: Wealth Management, Excellent Communication Skills, Financial Planning, Interpersonal Skills, Investments, Wealth, Private Banking, Team Player, Regulatory Requirements, Customer Service, Branch Banking
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