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Entry Level Bank Financial Consultant

$ 3,200 - $ 4,000 / month

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Client Background: Local Banks

Salary: Basic $up to $3600 + $300 allowance + Quarterly comms

Annual Leave: 23 days

Working days/hours: Branch hours, 5.5 working days

Others:

  • 2 months training (Paid)
  • Call leads provided
  • 6 CMFAS papers Before start needs to have 3 papers cleared. (Reimbursement for 1st attempt all papers)

Job Responsibilities:

  • Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of bank's clients.
  • Develop and deepen relationships with clients who have been assigned to you
  • Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)
  • Cold calls
  • Attend to walk-in customers.

Job Requirements:

  • Sales driven


Yow Jiewei Jacky
EA Personnel: R22111755
EA License: 12C6295