To share digital know-how to customers to create awareness and increase the adoption rate
To drive wealth referrals specifically investment needs to Premier colleagues
To 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.
...
To share digital know-how to customers to create awareness and increase the adoption rate
To drive wealth referrals specifically investment needs to Premier colleagues
To 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.
...
To be responsible to implement the structured engagement process with Workplace Banking Acquisition Team for incremental acquisition of new companies and individual staff accounts for the branch.
To be responsible for the branch’s overall relationship with the IQ Corporates for continued business growth opportunity (includes cross selling).
To ensure Team Manager / Deputy Team Manager plan, manage and oversee the running of iQ New / Existing corporates roadshows/events.
...
Grow the AUM, fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group.
Source for new business/customers.
Build rapport/enhance relationship with customers.
...
To be responsible to implement the structured engagement process with Workplace Banking Acquisition Team for incremental acquisition of new companies and individual staff accounts for the branch.
To be responsible for the branch’s overall relationship with the IQ Corporates for continued business growth opportunity (includes cross selling).
To ensure Team Manager / Deputy Team Manager plan, manage and oversee the running of iQ New / Existing corporates roadshows/events.
...