Industry: Management
Location: Singapore
Job Description;
The Job
• Meet individual sales targets and cross-sell a wide range of products
• Proactively acquire new clients while building long-term business relationship with existing clients
• Provide wealth management advice on managing customers’ financial well-being
• Provide customer service in account opening and maintenance, transaction processing and service delivery of clients’ requirements
• Assist with Know Your Customer checks, account opening etc
• Ensure all transactions and credit risk functions are performed in strict compliance with internal and external governing regulations and policies
The Candidate:
• Minimum degree
• Possess certifications in CACS (Paper I & II) and CMFAS modules
• Minimum 3 years of sales experience in the financial services industry with good sales track record
• Sound knowledge of capital investment products and services
• Strong interpersonal, communication and tele-consulting skills
• Fast learner and sales driven