About Our Client
Our client is a prestigious financial banking institution, committed to delivering exceptional service and personalised advisory to valued clients.
Principal Responsibilities
- Proactively source and develop new business through prospecting, networking, referrals, and personal contacts.
- Use a consultative, needs-based approach to recommend tailored financial solutions aligned with clients goals and investment profiles.
- Provide comprehensive financial planning and advisory services to meet customer needs.
- Deliver exceptional client experiences while meeting defined service and performance metrics.
- Conduct thorough Know Your Customer (KYC) and Customer Due Diligence (CDD) checks to ensure suitability and compliance.
- Process operational transactions accurately and in line with audit and statutory requirements.
- Analyse customer feedback to identify service or process improvements.
- Provide insights to product teams for enhancing product competitiveness.
- Collaborate with the policy in-force team to maintain accurate policy information.
Requirements
- Diploma/Degree holder relevant customer service experience preferred.
- Fresh graduates and candidates with proven sales track records are welcome to apply.
- Strong interpersonal and communication skills, adaptable, and eager to learn.
- Results-driven, with the ability to excel in both customer service and sales in a fast-paced environment.
What's on Offer
- A strategic, high-impact contract role with exposure to a purpose-driven investment portfolio.
- Collaboration with executive leadership and opportunities to influence portfolio growth.
- Flexible contract arrangements suitable for senior professionals.
- Exposure to regional markets and innovative sectors.
