Responsibilities:
- Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
- 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.
- To participate in marketing and promotional activities for customer acquisition.
- To source and call on individual prospects
- To provide quality, efficient after-sales services
- To manage anti-attrition and retention of clients
- To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
- To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
- To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
Requirements:
- At least 5 years of experience in Banking.
- Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
- CMFAS Exams
- Experience in Managing Thailand, Vietnam or Philippines Market
- Finance related fields studies relating to financial planning, portfolio reviews, asset allocations.
We apologize that only shortlisted candidates will be contacted. Thank you
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PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E
EA Registration No. R1653100 (Goh Jia Zhen Crystal)
