Expert Financial Solutions Specialist

1 week ago


Singapore beBeeFinancial Full time $60,000 - $120,000
Job Overview

As a Financial Services Representative, your primary focus will be to serve retail clients and provide expert advice on a wide range of banking products. Your key responsibilities will include proactively engaging clients through various touchpoints such as branch banking, tele-appointments, and outreach programs.

With a strong presence in Asia, we are looking for individuals who can leverage their sound financial knowledge to offer holistic financial advice and identify suitable banking solutions that help clients achieve their financial goals.

You will also be responsible for demonstrating a good understanding of banking regulations, ensuring strict adherence to rules and guidelines while conducting business.

Key Responsibilities
  • Proactively engage clients through various touchpoints
  • Provide expert advice on banking products
  • Leverage sound financial knowledge to offer holistic advice
  • Identify suitable banking solutions for clients
Benefits

Joining our organization means you'll have access to a wealth of opportunities for personal and professional growth. We value resilience and motivation, and we provide comprehensive support to help you thrive in your role.

With excellent interpersonal and communication skills, you will have the chance to build strong relationships with clients while making a meaningful difference in their financial journey.



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