We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in South Asia (Malaysia, Indonesia) or North Asia.
As a Client Advisor with Premier Private Client, your roles & responsibilities will include:
- Actively acquire and prospect new customers for the Premier Banking - Private Client (Offshore) segment (AUM S$1 million & above).
- Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
- Contribute to the bottom-line of Premier Private Client through the accomplishment of profit and growth targets.
- Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
- Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
- You will also ensure superior customer service and contribute tothe overall customer experience of Premier Private Client.
Requirements :
- You should have 5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment (Accredited Investors) with proven track record in sales performance.
- Experienced covering HNW segment in offshore markets such as Malaysia, Indonesia &/or China will be a strong advantage.
- Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and CMFAS M1B, M5, M6, M6A, HI.
- Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
- You exhibit strong interpersonal, communication skills and good at tele-consulting. It is essential that you have the initiative, integrity and ability to work independently and as a team.
- You have the drive to succeed and is focused and disciplined to achieve the sales quota and revenue
