- Type
- Full-time
- Department
- Finance
- Closing date
- Today
- Source
- Vincere
Description
Job Purpose
The Client will be the primary client-facing representative at the Hub, responsible for delivering an excellent client experience while supporting client onboarding, investment awareness, financial literacy, digital platform adoption, and business development.
Responsibilities
- Welcome and assist clients with general enquiries
- Assist prospective and existing clients with account opening, onboarding and digital platform registration.
- Educate clients on products, including investment funds, shares, Treasury Bonds and corporate bonds.
- Conduct basic financial literacy and investment awareness engagements with clients and Hub visitors.
- Identify opportunities for cross-selling and up-selling products and services. Generate and follow up on leads and referrals to Relationship Managers
- Promote adoption and usage of the App and other digital channels.
- Capture client feedback, enquiries and complaints and ensure appropriate follow-up or escalation.
- Maintain accurate records of client visits, onboarding, leads and other Hub activities. Support Hub events, campaigns and client engagement activities.
- Ensure all client interactions and onboarding activities comply with policies and regulatory requirements.
Requirements
- Excellent communication and interpersonal skills.
- Strong customer service and relationship-building skills.
- Sales and business development orientation.
- Basic knowledge of investment products and financial markets.
- Ability to explain financial concepts in a simple and understandable manner.
- Comfortable using digital platforms and assisting clients with technology.
- Proactive, confident, professional and target oriented.
- Strong attention to detail, integrity and confidentiality.
Skills
Customer Service