Bank Officer
1 week ago
Our client is a leading financial institution seeking motivated and client-focused professionals to join their wealth management team. Employees are expected to provide tailored financial advice with a strong focus on insurance solutions, while also offering basic investment products such as unit trusts and structured deposits.
Job Description:
- Provide financial advice to clients through offering wealth management solutions, such as insurance, structured deposits, loans and unit trusts
- Play an active part in planning campaigns across the bank or within the branch
- Develop and strengthen long-term relationships with clients
- Understand clients' financial goals, risk profiles, and protection needs to tailor suitable insurance and investment recommendations
- Support the implementation of sales strategies to meet individual and branch targets
- Collaborate with internal stakeholders to ensure seamless delivery of financial solutions and services
- Stay updated on market trends, product updates, and regulatory changes to maintain relevant and compliant advice
PERSOLKELLY Singapore Pte Ltd
• RCB No E EA License No. 01C4394
• EA Registration No. R Daryl Lee Ming Han)
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