• Full Time
  • 1 month ago
  • 3,500 - 5,000 USD Monthly
  • 2 (vacancy)

Job Role Insights

  • Date Posted:
    Posted 1 month ago
  • Hiring location
    Singapore
  • Offered Salary
    3,500 - 5,000 USD / Monthly
  • Min. Qualification
    Diploma
  • Experience
    2 Years Min
  • Job Type
    Full Time
  • Job Role
    Senior Executive

Job Description:

~ Stationed in bank branch to provide financial solutions to customers

~ Establish customers' financial goals

~ Determine their current financial situations to identify any shortfalls

~ Develop wealth management strategies to plan for their future

~ Customize solutions for individual needs and regularly review financial plans

~ Be a financial solutions provider who provides affordable solutions and options to help customers achieve their financial goals

~ Act as financial coach to provide guidance on saving