
Wealth Planning Banker
2 weeks ago
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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