Personal Financial Executive / Advisor

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R )

Our team of Financial Advisors plays a key role in driving the Bank’s growth by building strong, lasting relationships with clients. They focus on understanding clients’ financial objectives and providing objective guidance to help them manage and grow their wealth effectively.

• Deliver consistent and sustainable sales results.
• Meet new business generation and customer acquisition targets within the retail banking segment.
• Provide personalised and dedicated service to the branch’s client base.
• Offer financial advice while adhering to the Bank’s service standards and regulatory compliance requirements.
• Conduct engaging sales presentations and financial discussions with prospective Bank customers.

• Bachelor Degree in a Business or Finance discipline.
• At le...