Bank consultant

WOW STAFFING

Singapore, Singapore
Not specified; not specified; flexible work hours ...
Analyze client financial profile
Recommend matching investment funds
Explain product suitability to clients
The role involves analyzing clients' financial profiles to recommend suitable funds that match their specific needs

Job Summary

  • The role involves analyzing clients' financial profiles to recommend suitable funds that match their specific needs.
  • Candidates will be responsible for explaining how recommended products align with client requirements and keeping portfolios up to date.
  • Training is provided for all candidates, making this position suitable for first-job seekers or mid-career switchers.

Matching Summary

Match Score: 75

The role involves analyzing clients' financial profiles to recommend suitable funds that match their specific needs.

Salary

Not specified; Not specified; Flexible work hours included

Skills & Requirements

Must-have

  • Analyze client financial profile
  • Recommend matching investment funds
  • Explain product suitability to clients

Nice-to-have

  • Flexible work hours preferred
  • Willingness to learn new products
  • Adaptable to remote or hybrid work

Key Requirements

  • Minimum diploma required (any field)
  • No prior experience necessary as training is provided

Work Rights

Not specified

Tailored Resume

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