Responsibilities:
Business Performance and Management
- To evaluate customers' needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning.
- Design and recommend wealth solution to meet the objectives of the customers.
- Take initiative to plan and organize daily schedule for various sales generating activities.
- Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them.
- To regularly update their clients on their holdings and investment performance.
- Achieve monthly sales target for various banking products with consistency.
- Fulfill training requirements which are set by the organization.
- Ensure completeness and accuracy in application process to minimize reworks.
Regulatory Compliance
- Ensure compliance with Group Policy and Standards and procedures of the Bank.
- Ensure sales process is met and follow throughout and maintain BSC grading of A/B.
- Ensure proper screening and gathering of customer information to satisfy KYC procedure.
Requirements:
Qualifications
- Degree or Diploma with local institution
Professional Qualification and/or Regulatory, Licensing Requirements
- M5, M6, M6A, M8, M9, M8A, M9A, M1B, and HI
Relevant Work Experience
- Minimum 3 years of Wealth sales experience
Competencies/Skills
- Networking
- Prospecting
- Negotiation
- Self-starter
- Good articulation
- Well versed in Insurance and Investments
