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I applied via Referral and was interviewed in Apr 2024. There was 1 interview round.
I am currently responsible for managing a portfolio of high net worth clients and providing them with personalized financial advice.
Developing and maintaining relationships with clients
Analyzing financial data and creating customized investment strategies
Monitoring market trends and providing updates to clients
Collaborating with other departments to meet client needs
I handle customers with empathy, active listening, and personalized solutions.
I prioritize building rapport and trust with customers.
I actively listen to their needs and concerns to provide personalized solutions.
I demonstrate empathy and understanding towards their situation.
I follow up with customers to ensure their satisfaction and address any further needs.
I handle any complaints or issues with professionalism and
I do not have access to my score card from previous bank.
I do not have the score card from my previous bank as it is confidential information.
However, I can assure you that I have a good credit score and a strong financial background.
I am confident that I can meet the requirements of this position and exceed expectations.
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