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Senior Financial Advisor

1 month ago

Singapore BANK OF CHINA LIMITED Full time

At BANK OF CHINA LIMITED, we are seeking a highly skilled and experienced Senior Financial Advisor to join our Retail Banking team as a Relationship Manager.

About the Role

This is an exciting opportunity for a self-driven individual with excellent interpersonal skills to build a network of customers through tele-prospecting and in-person interactions.

  • Wealth management professionals with a focus on forging long-term relationships with mass-affluent customers.
  • Provide comprehensive financial advice and wealth management solutions for retail customers, including insurance and unit trusts.
Responsibilities

The successful candidate will be responsible for:

  • Establishing new customer relationships and proactively developing and managing their wealth portfolio to generate revenue.
  • Consistently meeting sales targets and all other deliverables.
Requirements

To be considered for this role, you must have:

  • A diploma qualification or higher.
  • At least 1 year of relevant financial advisory experience in banking and/or financial services.
  • Equipped with necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework.
  • Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets.
  • Good knowledge of wealth management and investment products, as well as industry trends.

We offer a competitive salary of SGD 80,000 - 120,000 per annum, commensurate with experience, and a flexible schedule that includes roadshows on weekends.