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Investment Management Associate - WHITE SOCIETY PTE. LTD.

Investment Management Associate - WHITE SOCIETY PTE. LTD.

WHITE SOCIETY PTE. LTD.Islandwide, SG
10 days ago
Job description

Roles & Responsibilities

Responsibilities :

1. Customer Engagement :

  • Build and maintain strong relationships with customers.
  • Provide excellent customer service and address inquiries regarding financial products and services.
  • Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge :

  • Stay updated on the bank's products and services.
  • Effectively communicate product features and benefits to customers.
  • Assist customers in selecting the right banking products to meet their financial needs.

    • 3. Sales Targets :

  • Achieve and exceed monthly sales targets.
  • Identify opportunities for revenue generation and actively pursue them.
  • Collaborate with team members to enhance overall sales performance.

    • 4. Documentation and Processing :

  • Assist customers in completing necessary documentation for various financial transactions.
  • Ensure accuracy and compliance with financial regulations in all customer interactions.
  • Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

    • 5. Compliance :

  • Stay informed about and adhere to all relevant banking / financial regulations and compliance standards.
  • Ensure that all customer interactions and transactions comply with internal policies and external regulations.

    • 6. Problem Resolution :

  • Address and resolve customer issues and complaints in a timely and effective manner.
  • Collaborate with other departments to resolve complex customer inquiries.

    • 7. Team Collaboration :

  • Work closely with team members to achieve overall goals.
  • Participate in team meetings and contribute to a positive team environment.

    • 8. Market Research :

  • Stay informed about industry trends, market conditions, and competitor offerings.
  • Provide feedback to management regarding customer preferences and market demands.

    • 9. Training and Development :

  • Participate in ongoing training programs to enhance product knowledge and sales skills.
  • Share insights and best practices with team members to improve overall performance.

    • Qualifications :

  • Local diploma or A Levels; bachelor's degree in business or related field is a plus.
  • Strong interpersonal and communication skills.
  • Knowledge of banking products and services.
  • Ability to work in a target-driven environment.
  • Attention to detail and strong organizational skills.

    • Tell employers what skills you have

    Negotiation

    CRM

    Wealth Management

    Lead Generation

    Excellent Communication Skills

    Management Skills

    Leadership

    Experimentation

    Investments

    Relationship Management

    Career Development

    Selling

    Sales Process

    Investment Management

    Portfolio Management

    Communication Skills

    Presentation Skills

    Consulting

    Business Development

    Sourcing

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    Management Associate • Islandwide, SG