Personal Financial Executive/Advisor

Overview:

Our team of Financial Advisors is responsible for the growing business of the Bank by forging deep and long-term relationships with our Clients. They are responsible for understanding our Client’s needs and providing unbiased advice in managing and growing their wealth.

Responsibilities:

1. Achieve consistent sales performance.
2. Achieve new business and customer acquisition goals within the retail segment.
3. Provide dedicated client services to the branch’s clients.
4. Provide advisory in accordance with the Bank’s customer service and compliance guidelines.
5. Conduct sales presentations to the Bank’s prospective customers.

Requirements:

1. Bachelor's Degree in a Business or Finance discipline.
2. At least 1 year of financial advisory experience preferred; entry-level candidates are welcomed to apply as well.
3. Confident and highly energetic.
4. Self-motivated and driven.
5. Good communication and presentation skills.
6. Excellent leadership track record in extra-curricular activities.

We are looking for an energetic, confident, and highly motivated candidate who works great in a team and has good communication and presentation skills.

If you are seeking a dynamic sales career where the sky's the limit, talk to us!

Please note only shortlisted candidates will be notified.