About the role
Client Advisor for Affluent Client Group responsible for branch sales, portfolio growth, and customer relationship enhancement, requiring CMFAS certifications.
BankingOnsite
Key Responsibilities
- Responsible for branch sales and portfolio growth efforts related to various bank products.
- Support promotional activities.
- Enhance customer relationships.
- Refer customers to other areas as appropriate.
- Maximize revenues, product initiatives, sales, customer satisfaction.
- Minimize operational losses.
Requirements
- Requires a license to sell securities and related investment products.
- CMFAS HI - Certificate in Health Insurance - Singapore
- CMFAS M1B - Rules and Regulations for Dealing in Securities (Non SGX-ST members) - Singapore
- CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore
- CMFAS M6A - Securities and Futures Product Knowledge - Singapore
- CMFAS M6 - Securities Products and Analysis - Singapore