To apply or find out more, contact Leong Jia Wei (Reg No: R ) on WhatsApp or email (HIDDEN TEXT) Overview This role sits within Personal Financial Services, focusing on delivering banking and investment solutions that help customers better manage and grow their finances. The position involves understanding customer needs, providing advisory services, and promoting responsible saving and investment practices. You will work across multiple channels, including the Bank's branch network, tele-consulting, and referrals, to drive sales and build long-term customer relationships. Combine financial advisory, sales, and relationship management, with an emphasis on compliance and delivering customer-focused banking solutions.
Key Responsibilities Understand customers' financial needs and provide timely advice and recommendations Promote and cross-sell consumer banking and investment products, including insurance, structured deposits, and unit trusts Build and deepen relationships with both ...