Banking Wealth Banker
Job Summary
This position involves identifying and addressing customers' financial needs through professional consultations and wealth product recommendations. The role focuses on leveraging bank databases and walk-in traffic to promote banking services and achieve sales targets. Successful candidates will provide excellent customer service while adhering to best sales practices within a banking environment.
Responsibilities
- Consult on financial and wealth products
- Engage walk-in customers and database leads
- Promote banking products
- Provide excellent customer service
Required Skills
- Sales experience in Financial Industry
- Communication skills
- Customer service orientation
- Minimum SPM qualification
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.
- Preferably 1 to 3 years of experience in sales in the Financial Industry.