Financial Associate (Entry Level) - Training provided!

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JOB DESCRIPTION

  • Serve clients by providing personalized advice on a range of financial products and services tailored to their needs
  • Engage clients through multiple channels including appointment visits, phone consultations, and outreach initiatives
  • Deliver comprehensive financial planning guidance to help clients achieve their financial goals with suitable banking solutions
  • Maintain thorough knowledge of financial regulations and ensure strict compliance in all business activities
  • Uphold the companys service standards and consistently deliver professional, customer-centric experiences
  • Meet or exceed key performance indicators as outlined in the company’s balanced scorecard
  • Perform additional duties as assigned by the manager or team leader

JOB REQUIREMENTS

  • Possess a Diploma/Degree in any discipline or equivalent experience

EA License Number: 22C1278

Disclaimer:

By applying, you consent to being contacted for current or future job opportunities. All personal data will be managed in line with Singapore’s PDPA and used solely for recruitment purposes.

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