About Our Client
Our client is a prestigious financial banking institution, committed to delivering exceptional service and personalised advisory to valued clients.

Principal Responsibilities

• Proactively source and develop new business through prospecting, networking, referrals, and personal contacts.
• Use a consultative, needs-based approach to recommend tailored financial solutions aligned with clients’ goals and investment profiles.
• Provide comprehensive financial planning and advisory services to meet customer needs.
• Deliver exceptional client experiences while meeting defined service and performance metrics.
• Conduct thorough Know Your Customer (KYC) and Customer Due Diligence (CDD) checks to ensure suitability and compliance.
• Process operational transactions accurately and in line with audit and statutory requirements.
• Analyse customer feedback to identify service or process improvements.
• Provide insights to product teams for enhancing product competitiveness.
• Collaborate with the policy in-force team to maintain accurate policy information.

Requirements

• Diploma/Degree holder; relevant customer service experience preferred.
• Fresh graduates and candidates with proven sales track records are welcome to apply.
• Strong interpersonal and communication skills, adaptable, and eager to learn.
• Results-driven, with the ability to excel in both customer service and sales in a fast-paced environment.

What’s on Offer

• A strategic, high-impact contract role with exposure to a purpose-driven investment portfolio.
• Collaboration with executive leadership and opportunities to influence portfolio growth.
• Flexible contract arrangements suitable for senior professionals.
• Exposure to regional markets and innovative sectors.