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High Priority Banking Professional

2 weeks ago


Cebu City, Central Visayas, Philippines NeksJob Philippines Full time
About Us

NeksJob Philippines is a leading provider of high-end banking services, catering to the unique needs of affluent clients and individuals with complex financial requirements.


Role Overview

The High Priority Banking Agent plays a pivotal role in delivering exceptional customer service and building long-term relationships with clients. This specialized professional offers personalized banking solutions, including investment advice, wealth management strategies, and exclusive banking products tailored to meet the distinct needs of each client.


Responsibilities
  • Provide expert financial guidance to high-net-worth clients, focusing on investment advice and wealth management strategies.
  • Collaborate with clients to understand their financial goals and provide customized support to help achieve them.
  • Maintain strong relationships with clients through exceptional customer service and proactive communication.
  • Stay updated on market trends and regulatory changes to ensure clients receive the best possible advice.

Qualifications

To be successful in this role, you will require:

  • A minimum of a High School Diploma (old curriculum) or equivalent.
  • Experience in BPO or a related field is advantageous but not required.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office and relevant software applications.

Benefits

We offer a comprehensive benefits package, including:

  • NBI clearance and police certificates.
  • An SSS number prior to training.

Ongoing Development

We are committed to supporting your growth and development within the company, providing opportunities for ongoing training and professional development.