Career in Personal Finance

4 days ago


Singapore beBeeFinancial Full time $80,000 - $120,000
Job Opportunity

Banking and wealth management are exciting and dynamic fields that offer a wide range of opportunities for individuals who are passionate about finance and dedicated to helping others achieve their financial goals.

As a Banking Financial Advisor, you will be responsible for providing expert advice to our clients and helping them navigate the complex world of personal finance.


Key Responsibilities:

  • Develop and deepen relationships with assigned clients by understanding their financial needs and providing tailored solutions.
  • Ensure that advisory procedures and documentation meet internal policies, business processes, and regulatory requirements.
  • Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of our clients.

Requirements:

  • A recognised university degree in a relevant field such as finance, accounting or business.
  • Resultsoriented, dynamic and selfdriven individual with excellent communication and interpersonal skills.
  • Ability to engage and manage internal and external clients effectively.
  • Proven ability to achieve sales targets and meet performance expectations.
  • Resourceful and able to work with minimal supervision.

We Offer:

  • Structured training program to help you develop your skills and knowledge.
  • Opportunities to create distinctive banking experiences for clients through innovative products and services.
  • Collaborative and supportive work environment.


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