Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs
Job Summary
Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
Ensure that KYC/AML and other compliance norms are strictly adhered to.
Matching Summary
Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
Skills & Requirements
Must-have
Client relationship management
Financial product sales
Customer needs assessment
Risk profiling
Customer engagement
Nice-to-have
Exceptional client experience
Ethical business practices
Team collaboration
Key Requirements
0-2 years relevant experience
Bachelor's/University degree or equivalent experience
Certificación AMIB Figura 3
Mandatory certifications for selling financial products