Wealth Planning Manager/Relationship Manager (Banks)
- BBBH774842 Feb 03, 2021 Competitive
Morgan McKinley is working in partnership with an well-established bank providing banking services and financial solutions.
About the Company
- Morgan McKinley is working in partnership with an well-established bank providing banking services and financial solutions.
- Serve retail customer and advise on personal banking and financial products and services
- Seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
- Provide holistic financial planning advice to the customers.
- Identify suitable financial solutions offered by the bank to meet customers' financial goals.
- Adhere to the banking regulations, rules and guidelines when conducting business.
- Deliver service standard as per the Bank service values.
- At least diploma/degree in any discipline
- Fresh grads are greatly welcomed
- Passion in sales or banking and wealth management
- Excellent communication and listening skills
- Remuneration package: Basic + Attractive Commission
- Training provided and certification cost covered
If you are intested in the role and like to discuss further, please email to Alvin at email@example.com.
EA Licence No: 11C5502
EA Registration Number: R1874110
Delivery Consultant | M3S
+65 6818 3130