Our client is a Reputable Bank. They are currently seeking a suitable applicant to join their team to cope with the bank’s expansion. The candidate is responsible for:
Responsibilities:
- Revolve around the provision of holistic financial advice to portfolio of clients.
- Provided with a book of clients to service, with the expectation.
- Required to adhere to KPIs and revenue targets.
- Have qualified leads provided to you by the Member Services team as well as the General and Scaled Advice divisions.
Requirements:
- University graduate in Economics, Business Administration, Accounting, Finance or related
- Minimum of 1 years experience in financial industry.
- Have CFP will added an advantage.
- Experience in providing holistic advice to a diverse range of clients.
- Exceptional communication skills and present immaculately.
- Have very strong financial products knowledge.