Job vacancy Client Advisor (Retail Banking)

Our client is one of the biggest Banking company in Asia, looking for AVP Client Advisory who is experienced in Retail Banking.   Job Description:

• Conduct daily and weekly planning of sales activities in order to reach those targets
• Increase customer account balance through continuous execution of sales activities (via calls, walk-ins, and visits):
• Introduce and explain products / promotions
• Provide product consultation
• Cross-sell
• Handle customer account-related administrative procedures / paperwork
• Account opening
• Keep track of customer communications and transactions
• Stay updated on Company products and promotions, and preferably also market products, players, and trends
• Establish and maintain good relationships with customers:
• Regular courtesy calls – to check up on customers, not just for sales purposes
• Profiling: understand needs, preferences, life styles
• Product inquiries
• Solve customer issues
• Conduct financial planning
• Uphold an overall superior service standard that is in line with Wealth Management banking image and reputation
• Ensure overall customer satisfaction
• Serve as focal point between customer acquisition team and telebanking team in ensuring seamless synchronization of customer knowledge
• Work closely with ALL members of the branch team
• All sales activities must be done in compliance with company and government regulations and policies

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Previous experience in retail banking, customer service, or financial advisory roles is preferred.
• Proven track record of building and maintaining strong client relationships.
• Excellent communication skills, both verbal and written.
• Strong analytical and problem-solving abilities.
• Ability to work in a team-oriented and fast-paced environment.
• Knowledge of retail banking products, services, and industry regulations.
• Proficiency in using banking software and Microsoft Office suite.
   

27 Jul, 2024 (88 days left)