Wealth Planner Manager (Advisory, Entry Level, Leading Bank)
EBC CONNECT PTE. LTD.
Banking and Finance, Customer Service, Sales / Retail
Permanent, Full Time
S$2700 - S$3400
- Entry level
- Certifications covered
- Full-range training provided
- Basic + allowance + commission
- Target driven
- Wealth management
- Local Diploma may apply
- 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.
- To seek opportunities and to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
- To participate in marketing and promotional activities for customer acquisition.
- To source and call on individual prospects
- To provide quality, efficient after-sales services
- To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
- Local diploma/ degree in any discipline
- Positive personality
- Target driven
- A willingness to work on a flexible schedule that includes weekends
- A passion for banking and wealth management
- Excellent communication and listening skills
- Confidence and Presentation skills
Interested candidates please forward your updated CVs in MS Word format to email@example.com
Reg ID: R1984062
EBC Connect Pte Ltd
Licence no. 17C8975
Closing on 23 Mar 2021orview more job listings from this company