Banking and Finance Specialist
7 days ago
The successful candidate will be responsible for understanding the financial needs and goals of clients, providing expert guidance, and helping them plan for a better tomorrow. This role requires strong communication and interpersonal skills to build trust and maintain long-term relationships with customers.
Key Responsibilities:
- Understand and address the financial needs and goals of clients.
- Provide expert guidance to help clients achieve their financial objectives.
- Build trust and maintain strong client relationships.
Required Qualifications:
A minimum of 2 years' experience in sales or customer service, or a relevant bachelor's degree plus 1 year of experience in sales or customer service. Fresh graduates from business-related courses are also welcome.
Candidates must possess effective communication skills to explain financial concepts and provide exceptional client service.
Preferred Qualifications:
A minimum of 6 months of client-facing experience, preferably in a financial institution. The ability to display positive values and a likable personality, building trust and maintaining strong client relationships.
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