Banking Financial Advisor Internship
Job Summary
This internship position involves identifying and addressing customer financial needs. Interns will promote banking products by utilizing the bank's database and providing professional consultations to walk-in clients. The role focuses on delivering high-quality sales practices and exceptional customer service.
Responsibilities
- Assess customer financial needs
- Provide wealth product consultations
- Promote products to walk-in clients
- Deliver professional customer service
Required Skills
- Fresh graduates welcome
- Minimum SPM with 5 passes
- Diploma or Degree holder
- Fluent in English
- Mandarin proficiency is a plus
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. 贯彻最佳销售实践，提供卓越的客户服务
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.