Maintain and develop strong client relationship with Privilege and Emerging Affluent clients and effectively manage customer portfolios in retail wealth sales and advisory.
Meet or exceed sales targets and performance metrics contributing to the overall branch performance and sales revenue.
Comply with all regulatory and Bank standards and practices.
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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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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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