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, HI
Relevant Work Experience
Minimally, 3 years of Wealth sales experience
Competencies/Skills
- Networking
- Prospecting
- Negotiation
- Self starter
- Good articulation
- Well versed in Insurance and Investments
