Wealth Planning Banker

2 weeks ago


Singapore ELITEZ PTE. LTD. Full time

Face to face meetings with customers or tele-video calls for financial planning sessions

Leads are generated from client massive customer base. They have AI/algorithms to trigger a lead that the customer "might" be interested. e.g. if a customer is using client online retirement calculator or if the customer has cash savings but not generating high returns

Promote and sell products like insurance, structured notes investments and unit trusts and home mortgages

**Incentive**

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: Neo Wei Jie

Elitez Pte Ltd | EA Licence: 16C8004| Neo Wei Jie| Registration No: R1981922


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