Investment Management Associate

Responsibilities:

1. Customer Engagement:

• Build and maintain strong relationships with customers.

• Provide excellent customer service and address inquiries regarding financial products and services.

• Actively engage in cross-selling and upselling financial products to meet sales targets.
  

2. Product Knowledge:

• Stay updated on the bank's products and services.

• Effectively communicate product features and benefits to customers.

• Assist customers in selecting the right banking products to meet their financial needs.
  

3. Sales Targets:

• Achieve and exceed monthly sales targets.

• Identify opportunities for revenue generation and actively pursue them.

• Collaborate with team members to enhance overall sales performance.
  

4. Documentation and Processing:

• Assist customers in completing necessary documentation for various financial transactions.

• Ensure accuracy and compliance with financial regulations in all customer interactions.

• Process the forwarding of account openings, loan applications, and other financial transactions efficiently.
  

5. Compliance:

• Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

• Ensure that all customer interactions and transactions comply with internal policies and external regulations.
  

6. Problem Resolution:

• Address and resolve customer issues and complaints in a timely and effective manner.

• Collaborate with other departments to resolve complex customer inquiries.
  

7. Team Collaboration:

• Work closely with team members to achieve overall goals.

• Participate in team meetings and contribute to a positive team environment.
  

8. Market Research:

• Stay informed about industry trends, market conditions, and competitor offerings.

• Provide feedback to management regarding customer preferences and market demands.
  

9. Training and Development:

• Participate in ongoing training programs to enhance product knowledge and sales skills.

• Share insights and best practices with team members to improve overall performance.
  

Qualifications:

• Local diploma or A Levels; bachelor's degree in business or related field is a plus.

• Strong interpersonal and communication skills.

• Knowledge of banking products and services.

• Ability to work in a target-driven environment.

• Attention to detail and strong organizational skills.