Deskripsi Pekerjaan
Join our dynamic financial team as a Banking Executive where you'll drive client success through personalized financial solutions. This pivotal role involves engaging with retail banking clients through qualified leads, conducting comprehensive financial needs assessments, and crafting tailored recommendations across insurance, investments, and loan products. You'll build enduring client relationships while contributing to our mission of fostering financial wellness. The position requires proactive relationship management, strategic product alignment, and exceptional communication skills to navigate complex financial conversations. Ideal candidates thrive in target-driven environments while maintaining ethical standards and regulatory compliance. Enjoy competitive compensation with growth opportunities in Singapore's thriving financial sector.
Tanggung Jawab
- Engage retail banking clients through qualified leads and warm introductions
- Conduct thorough financial needs assessments to understand client objectives
- Recommend and cross-sell comprehensive financial solutions (insurance, investments, loans)
- Build and maintain long-term client relationships through proactive follow-ups
- Achieve monthly sales targets and key performance indicators
- Stay updated on financial products, regulations, and market trends
- Collaborate with internal teams to ensure seamless client service delivery
- Maintain accurate client records and documentation
Kualifikasi
- Diploma or Bachelor's degree in Finance, Business, or related field
- Minimum 1-2 years of experience in retail banking or financial services
- Certification in financial planning or insurance products (preferred)
- Strong communication and interpersonal skills
- Proven ability to achieve sales targets
- Customer-focused mindset with relationship-building aptitude
- Proficiency in CRM systems and digital banking platforms
- Strong analytical and problem-solving abilities