• Proactive in engaging clients and prospects to understand individual’s financial needs and providing them with timely information, advice and recommendations to fit their banking requirements • Dedicated management and monitoring of existing clients' portfolio and customising financial planning and solutions to meet clients' ever-evolving financial objectives • Call on and source new individual prospects while maintaining strong long-term and on-going relationships with existing clients • Compile required documents and conduct KYC/CDD in compliance with bank's prescribed standards and industry regulatory requirements
Normally we had daily routine job such as we need to communicate with client and provide some professional advice to them. The company always give us valuable training such as how to handle customer, how to serve customer better. I had learned a lot of experience while i worked in the UOB.
Have been trained to be independent, handle customer
•Provision of financial planning and solutions to meet clients’ financial objectives. •Actively involved in understanding client’s financial needs and providing them with timely information, advice and recommendations to fit their banking requirements.