Client Advisor

Overview

Our client, a leading financial institution, is seeking a Client Advisor to provide exceptional service and financial guidance to clients. The role involves building strong relationships, understanding client needs, and delivering tailored financial solutions.

Key Responsibilities

• Serve as the first point of contact for clients, ensuring a high standard of service and professionalism.
• Understand clients’ financial goals and provide appropriate banking solutions, including accounts, investments, credit products, and insurance.
• Build and maintain long-term relationships with clients, ensuring their needs are met proactively.
• Assist clients with account openings, transactions, and resolving queries efficiently.
• Achieve individual and branch sales targets and service KPIs.
• Collaborate with internal teams to ensure seamless client experiences.
• Keep up-to-date with products, services, a...