Investment Portfolio Specialist

2 days ago

Singapore beBeeInvestment Full time $60,000 - $80,000
Job Title: Investment Portfolio Specialist

We are seeking a highly skilled and motivated individual to join our team as an Investment Portfolio Specialist.

Key Responsibilities:
  • Portfolio Management: Build and maintain strong relationships with customers, provide excellent customer service, and actively engage in cross-selling and upselling financial products.
  • Product Knowledge: Stay updated on the bank's products and services, effectively communicate product features and benefits to customers, and assist customers in selecting the right banking products to meet their financial needs.
  • Sales Targets: Achieve and exceed monthly sales targets, identify opportunities for revenue generation, and collaborate with team members to enhance overall sales performance.
  • Documentation and Processing: Assist customers in completing necessary documentation for various financial transactions, ensure accuracy and compliance with financial regulations in all customer interactions, and process the forwarding of account openings, loan applications, and other financial transactions efficiently.
  • Compliance: Stay informed about and adhere to all relevant banking/financial regulations and compliance standards, and ensure that all customer interactions and transactions comply with internal policies and external regulations.
  • Problem Resolution: Address and resolve customer issues and complaints in a timely and effective manner, collaborate with other departments to resolve complex customer inquiries, and work closely with team members to achieve overall goals.

Qualifications include a local diploma or A Levels, a bachelor's degree in business or related field is a plus, strong interpersonal and communication skills, knowledge of banking products and services, ability to work in a target-driven environment, and attention to detail and strong organizational skills.

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