Responsibilities
- To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
- To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products (Malaysia market)
- In consultation with the PB team manager/branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals.
- To participate in marketing and promotional activities for customer acquisition.
Requirements
- 3 years of relevant experience in relationship management within the financial services space.
- Understands the core concepts, principles, processes or procedures of Wealth Management and Banking.
- Knowledge and experience in Indonesia market is an advantage.
We regret that only shortlisted candidates will be notified.
However, rest assured that all applications will be updated to our resume bank for future opportunities.
EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
