Description
- Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets
- To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers
- Prepare and provide sound advisory on wealth and financial planning
- Maintain regular contacts and enhance banking relationship with customers for higher share of customers’ wallet
- Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
Requirements
- Candidate must at least possess a Bachelor’s Degree in Marketing, Business Studies or equivalent.
- Minimum 2 years of relevant working experience in Wealth Management and financial products with proven track record.
- Required Certificate/license:
- Investor Protection Professional Certification (IPPC) - Compulsory
- FIMM Computerised Unit Trust Examination (CUTE) - Compulsory
- PCE & CEILI - Compulsory
- PC / Microsoft Office literate with excellent presentation, interpersonal and communication skills.
- Possess pleasant personality and versatile.
- Able to interact with customers from all walks of life.
- Confident and sociable in character.
Benefits
Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards