Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances.
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Prepare and process Personal Financing applications efficiently and accurately, ensuring compliance with all internal policies and regulatory requirements.
Build and maintain strong relationships with customers, providing ongoing support and addressing their inquiries or concerns.
Actively participate in sales campaigns, roadshows, and other marketing initiatives to promote Personal Financing products.
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Ordering and maintaining stationery / office accessories; Maintain and update websites and internal databases; Administrate share drive assess
Contribute to projects administration support and team work
Maintain scheduling and event calendars, taking minutes and keeping notes. Maintain efficient office procedures and a system for keeping track of requested actions and reports
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Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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Have successfully completed a degree in business administration,logistics or IT
Have at least 1-3 years of experience in IT, warehouse management,ideally in the semiconductor industry
Have already worked within SAP projects and SAP systems and haveknowledge of warehouse management, maintenance, facility management andmaterial resource planning
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