Wealth Management
Must-have:FinTech
- Promote banking products such as savings accounts and time deposits to potential customers.
- Acquire new customers and maintain relationships with existing clients.
- Achieve funding and sales targets set by the bank.
- Conduct sales visits, follow up on prospects, and support account opening processes.
- Ensure customer documentation complies with banking policies and regulations.
- Prepare regular sales activity and performance reports.
- Minimum Diploma/Bachelor’s degree in any major.
- Experience in sales, marketing, or banking is preferred.
- Strong communication, negotiation, and interpersonal skills.
- Target-oriented with strong customer relationship management skills.
- Proactive in acquiring new customers and expanding networks.
- Proficient in Microsoft Office.
- Good English communication skills are preferred.
- Willing to conduct client visits as required.