Financial Solutions Advisor

7 days ago


Singapore LMA Recruitment Singapore Pte Ltd Full time
Key Responsibilities

The key responsibilities of this role include:

  • Managing and growing a portfolio of Premier clients to achieve sales targets;
  • Promoting digital banking channels to reduce in-branch visits and improve customer experience;
  • Working closely with other team members to provide comprehensive financial solutions, including investment, insurance, and treasury services;
  • Maintaining up-to-date knowledge of market news and trends to provide clients with informed advice on wealth management products;
  • Ensuring compliance with all regulatory requirements, including KYC/AML regulations;


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