Universal Banker - Direct Sales
Mức lương
Khu vực
Tổng quan về công việc và trách nhiệm
- Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products - Analyze existing UOB client’s interests, problems, and potential need for new products and services - Build and maintain new and existing customer relationships - Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications - Continue to seek and maintain product and service knowledge - Remain current on applicable regulations by attending internal training programs - Follow commercial strategies to achieve or exceed sales targets set by management - Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Kỹ năng và kinh nghiệm tối thiểu
- College degree & above or equivalent experience - Consistently demonstrates clear and concise written and verbal communication - Proficient computer and technology skills - Effective problem-solving and negotiation skills - Demonstrated Influencing and relationship management skills
Tại sao ứng viên nên làm ở đây
- Benefits will be shared in details for successful candidates - Prioritize candidates who can onboard as soon as possible
Ưu tiên có kỹ năng và kinh nghiệm
- 0-3 years of relevant experience in financial sales and customer service preferred
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