Experience Requirements
- Position Title : Client Advisor
- Job Skills : none
- Education Level : Diploma/Advanced/Higher/Graduate Diploma
- Position Level : Entry Level
Job Responsibilities
Requirement:
- Enhance and develop relationships for the purpose of client conversion or acquisition.
- Promote bank products such as unit trust, DCI, deposits, loans, bonds, equity and trust products.
- Keep abreast of market trends and of the latest industry developments.
- Ensure proper housekeeping and documentation of all correspondence with clients
- Degree holder, preferably in Finance or Business Administration.
- Minimum 5 years’ experience in the financial industry, preferably in priority or private banking.
- Strong knowledge of global economic, financial markets and political conditions, current affairs and the implication of these on clients portfolios.
- With recognized industry qualifications (CFP, FIMM, PCE, CEILI, IPPC or Module 6 and 7).
- Good interpersonal and communication skills.
- Good analytical and conceptual thinking.
- Creative and results-oriented.
- Able to work well under pressure, independent, and a good team player
Client Advisor
Company address: 60 Paya Lebar Rd, #11-10, Singapore 409051
Website Link : https://aryansolutions.tech/
No. of Vacancies :
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