CFSI GCG Relationship Manager
13h ago


Citigold Relationship Banker

Monitorsthe total wealth management portfolios of customers providing regular marketupdates and advice through regular engagement

Proactivelyseeks to establish and understand customers’ real needs and expectations ontheir portfolios for insurance and investment

Executessales on insurance and investment strategies / activities effectively

Takesresponsibility for resolving issues with customers’ on their Wealth ManagementPortfolios

Buildsand develops relationships with customers

Provideexcellent customer experience with every customer engagement and drive a highNPS

Proactivelymakes appointments and meets with clients to establish their requirements

Helpsthe customers understand which product of investment and / or insurance wouldbest suit their needs, offering alternatives as appropriate based on their riskprofile

Keepsup to date with new financial products such as investment, insurance and otherwealth products on their features, benefits and details


Atleast 5 years experiences in sales for investments and insurance

Knowledgeof banking products and services as well as exposure to investment products andprocess would be an advantage

Proficientin Microsoft applications

Goodcommunication and interpersonal skills

Strongteam player with good relationship management skills and problem-solving skills

Meticulousand organized

Certifiedwith necessary licenses to sell relevant financial solutions for clients

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