- Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engage with our wealth specialist, sensing the pulse of global economy, and in return offer your professional advice and appropriate financial solutions to our Premier Banking customer, and achieve your revenue target.
- Be Our Premier Banking advocate and acquire New Customer - You will be well involved in event and sales activities in line with the PB business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share on the benefit and inviting them to be part of the Premier Banking.
- Service- You are expected to proactively engage PB customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner.
- Compliance - You are to adhere diligently on all documentary and processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner. To ensure zero defect in account opening, sales transactions execution, loan submission and others.
- Minimum Diploma holder with UT - FIMM, Insurance - PCE Life, PCE General and CEILI.
- Minimum 2 years sales or service experience in the Financial or Service industry (e.g. of service are Airline, Telco, Hotel, Tourism)
- Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills.
- Good social networking skills.
- Excellent inter-personal skills.
- Possesses own transport and willing to travel.
- Preferably multi-lingual.
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