About the Organization:
This leading financial services organization operates across 18 markets in Asia, offering a comprehensive range of banking services to individuals. Renowned for its strong capital position and high credit ratings, the organization has received numerous accolades, including being named "Asia’s Best Bank" and "Best Bank in Asia-Pacific."
About the Team:
...
Join the award-winning team and dedicated to providing innovative financial solutions and wealth management services to customers. As part of this dynamic team, you'll have the opportunity to contribute to the mission of helping individuals achieve their financial goals.
About the Role:
As a Wealth Planning Specialist, you'll play a pivotal role in delivering personalized banking experiences to customers. Whether based in a branch or non-branch environment, you'll engage with customers to understand their financial needs and provide tailored advice on banking products and services.
- Serve individual retail customers, offering advice on banking products and services
- Engage customers through various touch points, including branch banking and tele-appointments
- Provide holistic financial planning advice to help customers achieve their financial goals
- Adhere to banking regulations and conduct business professionally
- Achieve performance targets set by the organization
Skills and Experience Required:
- Bachelor's degree in any discipline
- Willingness to work flexible hours, including weekends
- Passion for banking and wealth management
- Strong communication and listening skills
- Confidence and presentation abilities
Joining the team means receiving a competitive salary, a comprehensive benefits package, and the opportunity for professional growth within a supportive and dynamic environment that values your contributions.
If you're a driven individual with a service-oriented mindset, we invite you to apply and become part of the team.
(EA: 94C3609/ R23114633)