Identify, engage, and acquire new customers through agency-provided leads, self-generated opportunities, referrals, and other approved prospecting activities.
Basic salary $3k/mth to $7k/mth depending on experience and last drawn plus uncapped commissions & bonuses in addition. Earn $10-50k per month if you do well. Best comms scheme structure in industry that pays you until retirement.
Complete training in the bank’s Premium Client Engagement Process and apply the knowledge to develop and strengthen relationships with Premium and Privilege Banking clients.
Understand and analyze our existing customer base across individual, takaful, corporate and digital platforms by customer segments. Run surveys, focus groups, leverage on digital and data to get insight to their behaviors, wants and needs. Pull all of this understanding together to develop strategies which drive repeat customer purchase, cross and upsell.
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
Suitable Candidates are experienced at establishing credibility and trusting relationships in the function as primary contact and trusted investment advisor to high net worth and ultra-high net worth clients within HSBC Private Bank. He/She should be skilled in the implementation and oversight of investment portfolios, as well as in providing advice and guidance on markets and actionable investment ideas.