Job Purpose:

To provide excellent service to VIP banking customers to satisfy customers’ wealth management needs through proactive business solicitation and relationship building

Main Responsibilities: 

• Introduce, demonstrate and cross-sell mainly for wealth management products and services to customers
• Enhance and deepen customer relationship through the execution of proactive relationship building and selling activities
• Penetrate products utilization and cross-sell products mainly on wealth management products
• Address customer needs through cross-selling on need basis and if necessary, make referrals as appropriate
• Require to achieve the predetermined sales goals in view of increased customer demand and keen market competition
• Provide professional service in selling of wealth management product by strictly adhering to sales process guidelines
• Work with product specialists where appropriate to provide services to VIP customers
• Conduct operational procedures in a compliant manner by following the Bank’s policy and procedures
• Support branch members as required

Requirements:

• University degree with 1 year or secondary education with 2 years’ experience in banking industry and experience in selling insurance products is preferable.
• IIQE paper 1, 2 & 3

Please note that only shortlisted candidates will be notified.