Wealth Management Consultant
Summary
Advises clients on wealth management products like bonds, FX trades, and structured notes, building relationships through financial analysis and tailored solutions.
JOB ID: 1059795A
Responsibilities
- To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs / objectives.
- To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
- Promoting and offering a diverse range of banking products to both existing and prospective clients. ( Products include Structured notes, FX trades (with leverage), bonds (corporate and sovereign) etc... )
- Providing expert financial analysis and delivering tailored wealth management solutions, including bancassurance, loans and investment products.
- Actively engaging in branch activities, contributing to the overall success of the bank
Requirements
- Degree in any Discipline
- 1 year of sales experience in a wealth management role within banking.
- Results-oriented, dynamic and self driven
- Excellent communication and interpersonal skills are crucial for building strong client relationships.
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EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771