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 particular consideration for the firm's reputation and safeguarding Citigroup, 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.
Yêu cầu công việc
College degree & above or equivalent experience
0-3 years of relevant experience in financial sales and customer service preferred
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