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Company Overview

Aryan Solutions Pte Ltd


Experience Requirements

  • Position Title : Client Advisor
  • Job Skills : none
  • Education Level : Diploma/Advanced/Higher/Graduate Diploma
  • Position Level : Entry Level

Job Responsibilities


  • 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

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