Banking Consultant
Dubai, United Arab Emirates
Job Description
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: We are currently seeking a proactive and customer-oriented Banking Consultant to join our team. As a Banking Consultant, you will play a crucial role in providing financial advice and solutions to our clients, helping them navigate through various banking products and services to meet their financial goals. Roles and Responsibilities:
- Financial Advisory: Offer expert advice to clients on a wide range of banking products and services, including but not limited to savings accounts, loans, credit cards, investments, and insurance.
- Client Relationship Management: Develop and maintain strong relationships with clients by understanding their financial needs, objectives, and preferences, and providing personalized solutions to help them achieve their financial aspirations.
- Needs Assessment: Conduct thorough financial assessments for clients to identify their short-term and long-term financial goals, risk tolerance, and liquidity requirements, and recommend suitable banking solutions accordingly.
- Product Knowledge: Stay informed about the latest banking products, services, and industry trends, and effectively communicate their features, benefits, and terms to clients to facilitate informed decision-making.
- Sales and Cross-Selling: Actively promote and cross-sell banking products and services to existing clients, as well as identify opportunities to expand the client base through prospecting, networking, and referral programs.
- Financial Analysis: Analyze clients\' financial statements, credit reports, and investment portfolios to assess their financial health and performance, and provide strategic recommendations for optimizing their financial outcomes.
- Compliance and Risk Management: Ensure compliance with all regulatory requirements, internal policies, and industry standards pertaining to banking operations, privacy, and security, and mitigate potential risks associated with client transactions and activities.
- Customer Service Excellence: Deliver exceptional customer service to clients at all touchpoints, including inquiries, complaints, and account maintenance requests, and strive to exceed their expectations to build trust and loyalty.
- Documentation and Reporting: Maintain accurate and up-to-date records of client interactions, transactions, and financial plans in compliance with regulatory and organizational guidelines, and prepare timely reports as required.
- Bachelor\'s degree in Finance, Business Administration, Economics, or related field
- Previous experience in banking, financial advisory, wealth management, or related industry preferred
- Strong knowledge of banking products, financial markets, and investment principles
- Excellent communication, interpersonal, and presentation skills
- Ability to understand and analyze complex financial information and convey it in a clear and concise manner to clients
- Proven track record of meeting or exceeding sales targets and delivering high levels of customer satisfaction
- Ability to work independently and collaboratively in a fast-paced, team-oriented environment
- Nationality
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Job Detail
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Job IdJD1671511
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDubai, United Arab Emirates
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EducationNot mentioned