
Client Relationship Specialist
6 days ago
Job Title:
Building Strong Client Relationships
Job Description:
We are seeking an experienced professional to establish and maintain strong relationships with customers, providing personalized financial solutions and expert advice to meet their needs and objectives.
The successful candidate will be responsible for conducting consultative financial analysis and profiling sessions with customers, developing tailored wealth management strategies to meet their financial goals.
Additionally, the candidate will foster deep customer relationships by providing regular market updates, trend analysis, and expert financial advice on local and international financial products.
The role also involves promoting and offering a diverse range of banking products to existing and prospective clients, including structured notes, FX trades, bonds, loans, and investment products.
The ideal candidate will deliver exceptional customer service, ensuring high levels of satisfaction and loyalty through active engagement in branch activities and contributing to the overall success of the organization.
Required Skills and Qualifications:
- Local diploma in any discipline
- 1 year of sales experience in a wealth management role within banking
- Excellent communication and interpersonal skills to build strong client relationships
Benefits:
- Promote and offer a diverse range of banking products to existing and prospective clients
- Deliver exceptional customer service
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