Bank Financial Advisor

2 weeks ago


Singapore ELITEZ PTE. LTD. Full time

Responsibilities:

- Face to face meetings with customers or tele-video calls for financial planning sessions
- Leads are generated from the bank massive customer base. They have AI/algorithms to trigger a lead that the customer "might" be interested. e.g. if a customer is using the banks' online retirement calculator or if the customer has cash savings but not generating high returns

Requirements:

- Base Salary:
Diploma holder $2700-$2900/month (if less than 2 years experience)

Degree holder or higher experience $3000-$3400/month
- Additional $300 per month for transport allowance once Financial Advisor license is obtained

Attention to: Jolene Ng
Elitez Pte Ltd | EA Licence: 16C8004| Hailey YANG | Registration No: R1876431



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