Roles & Responsibilities
If you are someone who is passionate, looking for something more than just a basic salary, and love interacting with people….
Look no further!! Apply now!
Responsibilities :
- Acquire and build strong banking relationship with new and existing clients
- Provide clients with holistic, timely information, advice and recommendation to choose the right type and amount of banking products
- Provide high value services delivery via calls / correspondence and create opportunity to develop customer relationship, whilst ensuring that delivery standards to achieve total client satisfaction are met.
- To work with senior manager to plan for marketing activities
- Utilise a combination of the branch network, tele-consulting and referrals to meet / exceed customer satisfaction
- Explore opportunities via events and quality leads etc.
- Work on referrals from company and ensure customer satisfaction
- Work on referrals from company and ensure sales conversions
Requirements :
A recognized Diploma / Degree in any fieldPrior financial sales work experience will be an advantageStrong passion for sales career and wealth managementExcellent communication and interpersonal skillsResults-oriented with strong time management skillsEA Name : Louise Chia Chau Lu
Registration No. R1769464
EA License No. 22C1201
Tell employers what skills you have
Wealth Management
Customer Relationship
Sales
Referrals
Investment Strategies
Financial Planning
Interpersonal Skills
Wealth
Marketing
Accounting
Estate Planning
Banking
Customer Satisfaction
Financial Advisory
Business Development
Financial Services