about the job
- Identify opportunities to promote banking products across existing and new customers
- Conduct financial needs analysis to understand customers' financial goals and offer wealth management solutions such as insurance, structured deposits, loans and investment products
- Ensure compliance to service standards and provide excellent customer service and banking experience
- Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
- Engage in networking and marketing campaigns to increase customer base
- Comply with all regulations and controls as set by the Bank and external regulatory authorities
skills and experience required
- Minimum Diploma required
- Good effective communication skills
- Analytical and logical thinking
If you’re interested in the above role, click on the ’apply’ function now! Alternatively, you can contact Claudia at [email protected] for a confidential discussion.
EA License No: 11C5502 | EAP Registration No: R2199597