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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