Share Your Passion to Lead, Develop Yourself and Others
You are passionate in Developing Yourself and Others by providing coaching and guidance to staff to improve their competencies.
You provide Leadership by fostering strong teamwork amongst all branch personnel and managing the sales performance of all staff to meet your overall branch KRA.
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Join a leading financial institution as a Wealth Banker / Relationship Manager, where you will engage with bank customers and provide tailored wealth management and financial planning solutions. This opportunity is ideal for candidates with experience in sales, insurance, banking, financial services, customer service, or advisory roles, who are looking to build a rewarding career in wealth banking. You will receive comprehensive training, a fixed monthly salary, performance incentives, and clear career progression within the banking sector.
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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.
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Cross-sell the Bank’s products and services to existing and potential customers, including but not limited to deposit products and credit facilities.
Ensure annual reviews of all accounts are conducted at least one month prior to their scheduled review dates, and maintain high-quality credit write-ups at all times. All credit applications must follow approved formats, including accurate completion of CRR and GUS.
Minimum 2 years of relevant experience in other financial institutions with exposure in the corporate/commercial or related business division, with strong credit and strategy development & planning skills, business acumen.
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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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