Provide excellent customer service and uphold professionalism to reflect Bank’s image
Seek continuous improvement in the following areas to enhance job skills and competencies : Product knowledge / Selling skills / Market intelligence / Competitor’s check
Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance Participate in strong teamwork and working relationship with colleagues at all times
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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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· 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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