Banking Financial Advisor
Job Summary
This role involves providing professional financial consultations and wealth management solutions to bank customers. The successful candidate will focus on both walk-in clients and existing database outreach to promote banking products. Excellent sales practices and customer service are essential requirements for this position.
Responsibilities
- Identify customer financial needs
- Provide wealth product consultation
- Promote banking products to clients
- Deliver excellent customer service
Required Skills
- Fluency in English
- Mandarin proficiency (advantageous)
- Communication skills
- Sales and service orientation
Job Details
Job Responsibilities:
- Understanding customer's financial needs and concerns (了解客户的财务需求和关切).
- Provide right consultation to client's financial needs and other wealth products (根据客户的财务需求及其他财富产品，提供合适的咨询建议).
- Focus on the walk-in customers and tap on into the bank’s database to promote banking products to the clients (专注于临柜客户，并利用银行的数据库向客户推广银行产品).
- Deliver best sales practice and provide excellent customer service.
Requirements:
- Fresh Graduates are welcome to apply.
- Minimum SPM with 5 passes, preferably Diploma or Degree.
- Completed Diploma or Degree program.
- Fluent in English, Mandarin is an added advantage.