To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets.
Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments.
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To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets.
Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments.
...
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
To actively cross selling Banking/Financial products.
Assess/evaluate and propose credit applications diligently.
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Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road shows and any other sales activities to achieve sales targets.
Driving cross selling Banking/Financial products.
Assess/evaluate and propose credit applications diligently.
...
If you are looking to excel and make a difference, take a closer look at us…
Key Responsibilities and AccountabilitiesFunctional (Job Responsibilities)• Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.• Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.• Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.• Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).Organizational (Organizational Responsibilities)• Building and maintaining close relationships with relevant stakeholders and supporting internal functions.• Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.Jobholder RequirementsEducation/Qualification• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.Experience• Wealth Executive: 0 - 2 years of sales experience in financial services.• Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.Special Skills• Strong analytical and problem-solving skills with a focus on financial planning.• Excellent communication and interpersonal skills to build trust with high-net-worth clients.• Proactive, self-starting attitude with a strong drive for results.
If you are looking to excel and make a difference, take a closer look at us…
Key Responsibilities and AccountabilitiesFunctional (Job Responsibilities)• Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.• Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.• Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.• Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).Organizational (Organizational Responsibilities)• Building and maintaining close relationships with relevant stakeholders and supporting internal functions.• Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.Jobholder RequirementsEducation/Qualification• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.Experience• Wealth Executive: 0 - 2 years of sales experience in financial services.• Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.Special Skills• Strong analytical and problem-solving skills with a focus on financial planning.• Excellent communication and interpersonal skills to build trust with high-net-worth clients.• Proactive, self-starting attitude with a strong drive for results.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
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