Expert Financial Solutions Provider

6 days ago

Singapore beBeeWealthManagement Full time $60,000 - $120,000
Job Title

As a Financial Services Expert, you will be responsible for providing personalized financial solutions to retail customers based on their needs.

  • You will engage with customers through branch banking touch points, phone calls, and/or outreach programs to identify their financial requirements.
  • You will offer tailored financial planning advice to meet the customer's goals and objectives, leveraging the bank's product offerings.
  • You will maintain an excellent understanding of banking regulations and ensure adherence to guidelines when conducting business.
  • You will provide service standards aligned with the bank's values.
  • You will achieve a balanced scorecard set by the organization.
  • You will be able to execute additional duties assigned by the Branch Manager.

Requirements:

  • A Diploma/Degree in any discipline or equivalent experience is required.

Skills Required:
Wealth Management
Communication Skills
Financial Planning
Interpersonal Skills
Investments
Wealth
Private Banking
Team Player
Regulatory Compliance
Customer Service

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