Ensure best practice on wealth sales is being referred to peers and others
Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times
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· Provide prudent financial advisory solutions to meet the financial planning needs for customers
· Develop and deepen relationships with clients who have been assigned to you
· Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements
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Ensure best practice on wealth sales is being referred to peers and others
Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times
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Collaborate closely with internal and external stakeholders to deliver a total banking proposition and/or relevant solution(s) to meet clients' financial needs.
Ensure activities are carried out in full compliance including complying with the department’s standard operating procedures, the Bank’s policies, processes and regulatory requirements.
Handle the end-to-end account opening/ onboarding documentation, conduct and/or review the required KYCs in a timely manner.
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Assist customers in handling premium payment, policy enquiry, policy servicing and claims related matters
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention
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To service and strengthen our business relationship with developers, lawyers, Valuers & real estate agents.
Ensure compliance with internal Policies, external Authorities Regulators / Legal / ML- KYC, Credit Policies and Service Standards.
Exercise due care and diligence on matters related Money Laundering and KYC in the day to day operations, which include account opening, reporting suspicions and provide support to superior and subordinates.
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Advise clients on a range of RHB Bank's products and services, including deposits, loans, unit trusts, insurance products, and other investment instruments.
Achieve individual and team sales targets and key performance indicators (KPIs) for product penetration and client acquisition.
Regularly review and update client portfolios to ensure alignment with their evolving financial situation and market conditions.
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