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Financial Services Consultant (Bank Based)

Job description

Our client, an international insurance company is looking for highly driven sales professional to join their team.

Key Responsibilities:

  • 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

The ideal candidate will possess the following:

  • Degree/Diploma in Business relevant fields of studies
  • Exhibit ability to deliver effective communication and good interpersonal skills
  • Possess strong leadership qualities and a mind towards excellence
  • Analytical and strong problem-solving abilities
  • Dynamic individual who strives in fast moving environment

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to cheryl.poh@ambition.com.sg. Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.