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Managing Consultant, Banking & Financial Services
- Growing and deepening wallet share and strengthening the wealth of sophisticated (AI) clients and their families.
- Providing a differentiated suite of financial analysis and advice to meet the investment needs and objectives of this group of customers.
- Partnering with an experienced team of product specialists, and with support from teams of innovative treasury sales and dedicated administrative staff members, offer expert guidance on customised solutions to customers, and provide them with professional, round-the-clock service for all their banking, borrowing and investment needs.
- Complying with banking and regulatory requirements both in Singapore and in the specified geographic area.
The ideal candidate will possess the following:
- Diploma/ degree in any discipline
- Minimum of 3 to 5 years of wealth advisory experience
- Consistent sales performance, preferably in banking or banking-related industries
- Knowledgeable and proficient in sophisticated investment (AI) products, portfolio management and financial planning concepts
- Demonstrate a strong understanding of compliance and regulatory requirements
If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to firstname.lastname@example.org. 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.
If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer SGD1,000 or SGD350 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.com.sg/refer-a-friend