Financial Expert

1 week ago

Singapore beBeeFinancial Full time $50,000 - $80,000

Become a Key Player in Client Engagement

Job Description

Serving retail clients and providing expert advice on a wide range of banking products is at the heart of this role. You will be responsible for proactively engaging clients through various touchpoints such as branch banking, tele-appointments, and outreach programs.

As a professional with sound financial knowledge, you will offer holistic financial advice and identify suitable banking solutions to help clients achieve their financial goals. Demonstrating a good understanding of banking regulations, you will ensure strict adherence to rules and guidelines while conducting business.

About the Job
  • Serve retail clients and provide expert advice on banking products.
  • Proactively engage clients through various touchpoints.
  • Offer holistic financial advice and identify suitable banking solutions.
  • Ensure adherence to banking regulations.
Required Skills and Qualifications

To succeed in this role, you will need:

  • A minimum local diploma in any discipline.
  • Minimum 1 year of financial sales experience would be advantageous.
  • Excellent interpersonal and communication skills.
Benefits

Joining this leading international bank means you'll have access to a wealth of opportunities for personal and professional growth. The bank values resilience and motivation, and it provides comprehensive support to help you thrive in your role.

Tell Employers What Skills You Have
  • Follow up clients
  • Sales Presentations
  • Onboarding
  • Sales
  • Referrals
  • Building rapport
  • Demonstrate resilience
  • Product Advisory
  • Analytical thinking
  • Pitching
  • Bancassurance
  • Client facing activities
  • Retail Banking
  • Good Communication Skills
  • Cross Selling
  • Deposits
  • Objection handling
  • Branch Banking
  • Outreach activity
  • Wealth Accumulation Strategies

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