Personal Finance Advisor
6 days ago
Key Accountabilities
\The successful candidate will be responsible for:
Providing Exceptional Customer Service
\- To deliver personalized financial advisory services, meeting the diverse needs of our customers.
- To build strong relationships with existing customers, identifying opportunities to increase business through effective sales and marketing strategies.
Driving Sales Growth
\- To develop and implement effective sales strategies, identifying opportunities to increase business and drive revenue growth.
- To conduct regular sales visits to potential customers within the vicinity, leveraging our bank's extensive network and expertise to deliver innovative solutions.
Ensuring Compliance
\- To ensure adherence to relevant policies, regulatory risk, and compliance matters, upholding the highest standards of professionalism and integrity.
Requirements
\- Bachelor's degree in any field from an accredited university or college.
- Possess interest in financial planning, investment, and sales, with a strong ability to communicate complex ideas effectively.
- Preferably with a minimum of 1 year experience in sales or service experience, preferably within the banking industry.
- Possess excellent interpersonal and communication skills, able to deliver high-quality customer service and build trust with clients.
- Possess a valid driving license and own transport, ensuring flexibility and mobility in meeting customer needs.
- License and relevant certifications (PCE, CEILI, CUTE, etc.) are an added advantage, demonstrating expertise and commitment to professional development.
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