Banking Sales Advisor
Job Summary
This position involves providing financial consultation and promoting banking products to clients. You will work with walk-in customers and utilize the bank's database to meet financial needs. The role offers structured training, performance-based commissions, and incentives in a professional banking environment.
Responsibilities
- Identify customer financial needs
- Consult on wealth products
- Promote banking products via database and walk-ins
- Maintain high service standards
Required Skills
- Chinese speaking
- Financial advisory
- Sales and communication
- Customer service
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.