SKILLS & EXPERIENCE:

• Proven banking and sales experience
• Strong communication and relationship-building skills
• Quick learner with market awareness
• Agile, proactive, and team-oriented
• High personal standards and professional integrity

• Deliver exceptional client experiences and build long-term relationships
• Understand clients’ financial goals to provide suitable wealth and investment solutions
• Manage leads, follow up, close client requests, and maintain accurate records
• Stay updated on market trends, products, and campaigns