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Client Advisor Jobs

Client Solutions Advisor Jobs
By Spencer Ogden At Jakarta Raya, Indonesia
Works closely with marketing, sales, business management, and technical/engineering teams to structure proposals/contracts/bid documents.
Responsible for managing product/service contracts with external customers.
Develops pre-sales contract materials and documentation.
Ensures that contracts are consistent with business objectives.
Provides support in contract amendments and renegotiation to accommodate scope changes.
Ensures fulfilment of contractual obligations from contracting parties.
Client Advisor Denpasar (Avp)
By UOB At Denpasar, Indonesia
• Has experience in selling Funding, Wealth Management and Investment products
• Have experience as a banking Relationship Manager min. 5 years
• Have WAPERD and AAJI certifications (preferred)
• Have knowledge of general Indonesian banking procedures and regulations
• Have knowledge of banking operations
•Conduct daily and weekly planning of sales activities in order to reach those targets
Client Advisor - Sr. Privilege Rm
By Dayalima Recruitment At Jakarta, Indonesia
Minimum 7 years’ experience from the same field with good target achievement
Client Advisor - Sr. Privilege Relationship Manager
Proactively maintaining and managing customer relationships under Privilege Banking segment
Responsible to meet the monthly wealth fee income target
Build sales plan & sales report
Ensure all sales process in accordance with Bank policies and procedures
Client Solution Advisor Jobs
By momenta Indonesia At Jakarta Raya, Indonesia
Learning to become entrepreneur directly from the founder and top level management
Conducting an advisory conversation with clients or prospect to understand their needs and provide solutions that fit their requirements.
Min. 1 year of working experience, preferably in a B2B sales position.
Seek new leads to increase the number of clients in Momenta Indonesia.
Conducting regular reviews with clients to see how Momenta Indonesia can help them further.
Work together with the product team to improve the solutions for clients.
Client Advisor Medan (Avp)
By UOB At Medan Area, Indonesia
Uphold an overall superior service standard that is in line with Client Advisor Wealth Management banking image and reputation
Conduct daily and weekly planning of sales activities in order to reach those targets
Increase customer account balance through continuous execution of sales activities (via calls, walk-ins, and visits):
Introduce and explain products / promotions
Handle customer account-related administrative procedures / paperwork
Keep track of customer communications and transactions
Client Advisor Jakarta (Avp)
By UOB At Jakarta Raya, Indonesia
Uphold an overall superior service standard that is in line with Client Advisor Wealth Management banking image and reputation
Conduct daily and weekly planning of sales activities in order to reach those targets
Increase customer account balance through continuous execution of sales activities (via calls, walk-ins, and visits):
Introduce and explain products / promotions
Handle customer account-related administrative procedures / paperwork
Keep track of customer communications and transactions
Client Advisor Surabaya - Avp
By UOB At Surabaya, Indonesia
Uphold an overall superior service standard that is in line with Client Advisor Wealth Management banking image and reputation
Conduct daily and weekly planning of sales activities in order to reach those targets
Increase customer account balance through continuous execution of sales activities (via calls, walk-ins, and visits):
Introduce and explain products / promotions
Handle customer account-related administrative procedures / paperwork
Keep track of customer communications and transactions
Client Advisor Jakarta - Avp
By UOB At Jakarta Raya, Indonesia
Uphold an overall superior service standard that is in line with Client Advisor Wealth Management banking image and reputation
Conduct daily and weekly planning of sales activities in order to reach those targets
Increase customer account balance through continuous execution of sales activities (via calls, walk-ins, and visits):
Introduce and explain products / promotions
Handle customer account-related administrative procedures / paperwork
Keep track of customer communications and transactions
Client Advisor Jakarta Jobs
By UOB At Jakarta Raya, Indonesia
Uphold an overall superior service standard that is in line with Client Advisor Wealth Management banking image and reputation
Conduct daily and weekly planning of sales activities in order to reach those targets
Increase customer account balance through continuous execution of sales activities (via calls, walk-ins, and visits):
Introduce and explain products / promotions
Handle customer account-related administrative procedures / paperwork
Keep track of customer communications and transactions
Client Advisor Jobs
By PT. Graha Citra Prima At Jakarta, Indonesia
1.Minimum Bachelor degree from reputable university, majoring in hospitality/hotel management/fashion business/fashion merchandising/communication or any other major.
5.Acknowledge customers’ need and encourage them to purchase the products.
3.Demonstrate excellent verbal and written communication skill.
This role will responsible to:
1.Welcoming the customer, provide the best services based on the brand standard.
2.Advise customer with product information and categories.
Client Advisor - Sales
By Maison Gadiza At Depok, Indonesia
Berpengalaman min. 1 tahun di bagian Sales/Marketing diutaman
Bekerja 6 hari dalam 1 minggu
Memiliki keinginan belajar yang tinggi
Memiliki kemampuan komunika yang baik
Bersedia bekerja overtime dan di akhir pekan
Melakukan penjualan produk dan mencapai target yang ditentukan
Client Advisor Jobs
By Empresaria Group plc At Jakarta Raya, Indonesia
- Welcoming clients and providing the best client experiences
- Had client treatment and client relationship working experiences
- Had exceptional communication skills in English and Bahasa
- Coming from the background: Airline Crew, Hospitality, Fashion Graduates, Banking Relationship Manager, Account Executive
- Acts as advisor and expert in Brands journey and products
- Contribute as an individual achiever and a good team player in sales and overall store objective
Client Succes Intern Jobs
By SecureTasks At Jakarta Raya, Indonesia

Reminded This job are " PAID INTERNSHIP " for some project we need candidate havs experience in Client Succes Position Client Success Intern Qualifications : > D3/S1 Graduates All Majors > ...

Client Coordinator Jobs
By Landor & Fitch At Jakarta, Indonesia
Has minimum 1 year experience in a project management role
Builds relationships with all departments to support project management
Constantly seeks out knowledge and active feedback and responds quickly and positively.
Supports the Client Managers and the Client Directors to ensure projects are resourced adequately, in alignment with scope and budget.
Excellent written and verbal communication skills
Is growing his/her understanding of team interaction and roles of team members.

Are you looking for a job that offers a great work-life balance and the opportunity to help people? We are looking for a Client Advisor to join our team! As a Client Advisor, you will be responsible for providing excellent customer service and helping our clients make informed decisions. You will also have the opportunity to build relationships with our clients and help them achieve their financial goals. If you are looking for a rewarding career with a great company, this is the job for you!

A Client Advisor is a professional who provides advice and guidance to clients on financial matters. They help clients make informed decisions about their investments, retirement planning, taxes, and other financial matters.

What is Client Advisor Skills Required?

• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• Knowledge of financial products and services
• Ability to explain complex financial concepts in a simple manner
• Proficiency in using financial software and other technology

What is Client Advisor Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Professional certification, such as a CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Relevant work experience in the financial services industry

What is Client Advisor Knowledge?

• Knowledge of financial markets and products
• Understanding of investment strategies and portfolio management
• Knowledge of tax laws and regulations
• Understanding of financial planning concepts
• Knowledge of risk management and insurance

What is Client Advisor Experience?

• Previous experience in a financial advisory role
• Experience in customer service or sales
• Knowledge of financial software and other technology

What is Client Advisor Responsibilities?

• Developing financial plans for clients
• Analyzing