Develop and maintain strong, trusted relationships with UHNW families, serving as their primary point of contact for all financial matters
Conduct comprehensive financial needs analyses, including investment objectives, risk tolerance, estate planning, philanthropic goals, and intergenerational wealth transfer strategies
Formulate and implement customized wealth management solutions by partnering with internal specialists across investment, trust, tax, and advisory functions
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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
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.
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 provide support to the team wherever and whenever required to ensure mandates are executed efficiently
To ensure work undertaken is of the highest quality and does not fall foul of any regulatory or legal requirements and internal rules and compliance requirements
To support the team leader and manager to execute mandates in a timely and efficient manner
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To provide support to the team wherever and whenever required to ensure mandates are executed efficiently
To ensure work undertaken is of the highest quality and does not fall foul of any regulatory or legal requirements and internal rules and compliance requirements
To support the team leader and manager to execute mandates in a timely and efficient manner
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Promote, introduce and market a range of Tokio Marine's life-insurance products to Bank's customer (including Whole Life Plan, Endowment Plan, Medical Plan and Investment Linked Plan)
Plan and strategize sales activities and participate in roadshows/ campaigns organized by Bank/Region
Maintain regular contact with existing customers to foster closer relationship and for referrals
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Support the development and maintenance of strong relationships with large corporate clients by understanding their business and financial needs.
Assist in preparing credit proposals, financial analyses, and supporting documentation in compliance with internal policies and regulatory requirements.
Conduct market and industry research to identify business opportunities, emerging trends, and competitive developments.
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