Financial Planner

2 weeks ago


Singapore ELITEZ PTE. LTD. Full time

Description
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
Attention to :Vicky

EA Personnel No: R1876431
EA Personnel Name: Hailey Yang


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