You have a tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or financial industries.
Engage prospective Priority clients via phone calls, networking at events, referrals, in-branch activities, or other bank-approved methods of client sourcing.
Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
Assist in MAS and internal/external audit requirement to Marketing Department, including but not limit to documentation, survey, management/financial reports, and customer/facility info.
You have a tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or financial industries.
Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
Support for Client Onboarding & Account Servicing: Assist RMs in the onboarding of new clients and managing account servicing needs, ensuring a smooth and efficient process.