For Employers
Client Relationship Advisor (banking industry)


GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.
3 days ago
Posted date
3 days ago
N/A
Minimum level
N/A
Full-timeEmployment type
Full-time
OtherJob category
Other
[Job ID: 401667]

Are you looking to enter the banking and finance industry? Apply now!

Responsibilities:

  • Actively seek new business opportunities and cross-sell banking products, including loans, investments, and insurance, to enhance portfolio value
  • Build and maintain strong relationships with individuals and key clients, providing personalized service and financial advice to help them achieve their financial goals
  • Provide expert advice on financial products, investments, and wealth management strategies, leveraging the bank's offerings to meet clients' long-term objectives
  • Ensure excellent customer service by promptly addressing client inquiries, concerns, and needs while maintaining high levels of satisfaction
  • Manage and monitor clients' portfolios, reviewing their financial positions regularly and recommending adjustments as needed
  • Ensure that all client interactions and transactions are in line with regulatory requirements and the bank's policies, minimizing risks and ensuring compliance
  • Work closely with other internal teams such as product specialists, risk managers, and service staff to provide clients with a comprehensive banking experience
  • Stay informed about the latest market trends, financial products, and services to offer clients the most up-to-date advice.

Requirements:
  • Local Diploma Holder/ bachelor's degree Holder
  • Willing to work on a flexible schedule that includes weekends
  • Keen on front-facing sales-based role

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Chan E Cheng Simone
EA Personnel Registration Number: R25127866
EA License No.: 07C5771
Related tags
-
JOB SUMMARY
Client Relationship Advisor (banking industry)
GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.
Singapore
3 days ago
N/A
Full-time

Client Relationship Advisor (banking industry)