
Financial Consultant
1 week ago
Our client is a local bank
**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**:
- Fresh Grad or mid-career switchers are welcome to apply
**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
Elitez Pte Ltd | EA Licence: 16C8004| Kwok Kia Wei | Registration No: R21101765
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