Job responsibilities:
Sales & Advisory
- Market a range of retail banking and investment products.
- Upsell and cross-sell the Bank's suite of products and services.
- Offer advisory service recommending suitable wealth management products for potential customers.
- Report sales activities and results to the management on a regular and prompt manner.
- Competent on all KYC/CDD procedures, AML guidelines and all other regulatory guidelines governing the Sales & Advisory process.
- With the cues from customer feedback, pro-actively identify opportunities and provide feedback for improvements in all areas including product & service offering, sales process or operations.
- Supporting, contributing, promoting and driving technology initiatives like Internet applications, mobile applications, etc towards promoting customer convenience and service excellence
Customer Relationship Management
- Take ownership to respond for all customer issues and navigate internally to address issues promptly and/or escalate to relevant authorities promptly.
- To act as a single point of contact for all customers under handling.
Operational Efficiency
- Be responsible for 100% accuracy on the various forms submitted to Operations or to Partners for execution.
- Jointly responsible for the up keep of the branch aesthetics as per the Corporate Identity guidelines.
Requirements
- Bachelor's Degree or equivalent; preferably in Banking, Insurance & Financial Services
- Minimum of 1-2 years of experience in sales and financial products and services.
- CMFAS certified required - M5, M8, M8A, M9, M9A, HI, BCP, PGI.
- Excellent customer focused mindset and strong interpersonal skills.
- Sound knowledge of banking, wealth management and insurance products
- Strong understanding of financial compliance and regulatory requirements in Singapore.
