Responsibilities:
Business Performance and Management
To evaluate customers' needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning.
Design and recommend wealth solution to meet the objectives of the customers.
Take initiative to plan and organize daily schedule for various sales generating activities .
Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them.
To regularly update their clients on their holdings and investment performance..
Achieve monthly sales target for various banking products with consistency
Fulfill training requirements which are set by the organization.
Ensure completeness and accuracy in application process to minimize reworks.
Regulatory Compliance
- Ensure compliance with Group Policy and Standards and procedures of the Bank.
- Ensure sales process is met and follow throughout and maintain BSC grading of A/B.
Ensure proper screening and gathering of customer information to satisfy KYC procedure.
Requirements:
Qualifications
Degree or Diploma with local institution
Professional Qualification and/or Regulatory, Licensing Requirements
M5, M6, M6A, M8, M9, M8A, M9A, M1B, and HI
Relevant Work Experience
Minimum 3 years of Wealth sales experience
Competencies/Skills
- Networking
- Prospecting
- Negotiation
- Self starter
- Good articulation
- Well versed in Insurance and Investments
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