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专员,家庭顾问专家,提供量身定制的房屋贷款和按揭方案建议,积极参与客户推广活动并维护合规记录,致力帮助客户实现财务目标。
Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.
Responsibilities
Provide personalized home advice and solutions to customers, tailored to their specific needs and preferences
Conduct in-depth analysis of customer's financial situation, goals, and property requirements to recommend suitable home loan and mortgage products
Collaborate with internal teams, such as credit and underwriting, to ensure a seamless customer experience
Stay up-to-date with market trends, regulatory changes, and product offerings to provide accurate and timely information to customers
Actively participate in customer outreach activities, such as events and workshops, to promote the bank's home loan and mortgage solutions
Maintain accurate records and documentation to support the bank's compliance and reporting requirements
Requirements
Strong analytical and problem-solving skills, with the ability to understand and interpret financial data
Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and concise manner
Proficient in the use of relevant software and technology tools to support customer interactions and data analysis
Ability to work collaboratively with cross-functional teams and adapt to changing business requirements
Commitment to providing exceptional customer service and a genuine interest in helping customers achieve their financial goals
Location:
Dehui 9FJob:
Product SalesSchedule:
RegularEmployee Status:
Full time软件和信息技术服务业