Minimum 3 years experience in the financial services industry, preferably with exposure as a Personal Banker, Relationship Manager, or similar client-facing banking role.
Candidates with strong sales experience may also be considered.
Good customer relationship management skills with a high level of integrity and professionalism.
Strong communication and interpersonal skills.
Dynamic, self-motivated, and target-driven.
岗位职责
Responsible for promoting and marketing a wide range of banking products and services, including unit trusts, insurance, treasury investments, cards, deposits, and other retail banking products to potential clients.
Manage relationships with existing and prospective customers while providing sound financial advice to support portfolio growth and long-term engagement.
Understand customers’ financial needs and match them with suitable banking and investment solutions to create mutually beneficial opportunities.
Drive portfolio expansion through proactive cross-selling of relevant banking products and services.