Financial Advisor - Bilingual (Mandarin)
Core
Attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive advice on everyday banking, investments, and credit.
Role type
Financial Advisor (Personal & Commercial Banking)
Builds
Client relationships and financial solutions for individuals and small businesses
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Client relationship management, Financial planning, Credit analysis, Investment advice, Sales, Digital literacy
Preferred skills
Local community networking
Technologies
Digital banking platforms, Mobile devices, Laptops
Responsibilities
Communicate effectively to uncover client needs and deliver centric advice, Collaborate with partners to meet clients' entire suite of financial needs, Provide professional advice and education on complex credit and investments, Champion digital enablement by educating clients to self-serve, Implement effective contact strategies to accelerate new client acquisition and retention, Use technology to connect with clients virtually and face-to-face