Client Advisor

Job Title: Client Advisor
Location: KL, Klang Valley & Selangor
Employment Type: Full-Time
About the Role:
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.
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