The role involves conducting consultative financial needs analysis sessions to understand clients' financial goals and recommend appropriate solutions
Job Summary
The role involves conducting consultative financial needs analysis sessions to understand clients' financial goals and recommend appropriate solutions.
Candidates will support the development and management of client relationships through regular engagement, market updates, and product information.
Career switchers are welcome to apply for this position focused on delivering personalized financial strategies.
Matching Summary
Match Score: 75
The role involves conducting consultative financial needs analysis sessions to understand clients' financial goals and recommend appropriate solutions.
Skills & Requirements
Must-have
Consultative financial needs analysis
Client relationship management
Sales of banking and wealth products
Nice-to-have
Strong interest in financial advisory
Self-motivated and results-oriented
Willingness to work in target-driven environment
Key Requirements
Local Diploma or Degree in any discipline
Good communication and interpersonal skills
Work Rights
Local Diploma or Degree required (implies local eligibility)