Deskripsi Pekerjaan
Are you looking to launch a successful career in the wealth management sector? PERSOL is seeking a dedicated Account Servicing Executive to join our team in the Central Region. In this role, you will be responsible for ensuring a seamless and differentiated client journey, allowing us to deepen customer relationships and ensure business sustainability. We offer a comprehensive paid training program designed to equip you with the necessary skills to excel in wealth banking.
As an Account Servicing Executive, you will act as the primary point of contact for our valued clients. Your day-to-day tasks will involve managing account operations, resolving inquiries, and proactively identifying opportunities to cross-sell financial products. We are looking for individuals who are customer-centric, proactive, and eager to learn. This position offers a competitive salary package and a clear path for professional growth within the financial industry. Join us in making a difference in our clients' financial futures.
Tanggung Jawab
- Manage and service client accounts, ensuring high levels of accuracy and operational efficiency.
- Build and maintain strong, long-term relationships with high-net-worth clients.
- Provide personalized financial advice and solutions tailored to individual client needs.
- Conduct regular follow-ups and reviews to deepen customer engagement and loyalty.
- Process financial transactions and maintain accurate records in the CRM system.
- Identify and recommend suitable wealth management products to enhance client portfolios.
- Collaborate with the wider wealth management team to achieve sales targets and business goals.
Kualifikasi
- Minimum 1-2 years of experience in customer service or banking is preferred.
- Strong passion for wealth management and financial services industry.
- Excellent communication and interpersonal skills with a focus on client satisfaction.
- Ability to work in a fast-paced, target-driven environment.
- Relevant finance or banking certifications are a plus.
- Proactive attitude, resilience, and a customer-centric mindset.