Job summary
Provide financial and investment advisory services to clients, including recommending suitable financial products. Ensure all transactions and operations comply with the bank's regulations, policies, and internal control systems, while delivering high customer satisfaction for both clients and the organization.
Job description
- Act as a financial advisor and promote investment products, including mutual funds and life/non-life insurance, based on clients needs and suitability.
- Open deposit accounts and mutual fund accounts; execute transactions such as subscription, redemption, and switching of investment units, including providing related services.
- Provide Service & Control functions, including KYC/CDD/One Consent processes, customer information updates, and transaction approval within authorized limits.
- Verify documents, sign financial instruments, and ensure compliance with internal control procedures.
Qualifications
- Bachelor's degree or higher in any field.
- Strong sales and customer service skills.
- Knowledge of financial and investment products.
- At least 1 year of experience in presenting mutual fund and insurance products.
- Holding relevant licenses: Investment Consultant (IC), Life Insurance Broker, and Non-life Insurance Broker.
