Financial Investment Banker
Job Summary
This position involves identifying and addressing the financial needs of customers by providing expert consultation on various wealth products. The role focuses on leveraging walk-in traffic and the bank's database to effectively promote banking solutions. Candidates will be responsible for maintaining high standards of sales practice and delivering excellent customer service.
Responsibilities
- Assess customer financial needs
- Consult on wealth management products
- Promote bank products via database/walk-ins
- Ensure high-quality customer service
Required Skills
- Sales experience in Financial Industry
- Communication skills
- Customer service orientation
- SPM/Diploma/Degree 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. 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.
- Preferably 1 to 3 years of experience in sales in the Financial Industry.