Strategically plan, lead, organize and execute all Priority Banking business initiatives to grow Asset Under Management (AUM) and Investment and Insurance Revenue (I&I Rev) for the Priority Banking Center (PBC).
Effectively manage and oversee the overall day-to-day management of the PBC, to ensure operational efficiency and profit maximization by implementing tactical sales & marketing strategies, setting team goals and direction to achieve targets given.
Evaluate resources, market information and sales force capability to devise a structured and effective sales plan for execution.
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Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking
Opportunity to fast track your career in Wealth Management
Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
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Oversee the organization, planning and coordination of sales & marketing activities such as new fund briefings, market update sessions and/or client seminars in order to support the Institutional Unit Trust Adviser (IUTA) distribution channels.
Strengthen rapport with the IUTA distribution channels and actively participate in regional sales review meetings and/or branch manager meetings.
Support the IUTA distribution channels in both retail and corporate sales through joint fieldworks and presentations.
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Attentive, you offer a personalised service and a unique experience to each customer.
Relaxing, you give off a Zen attitude and thanks to you time seems to stop.
Challenger/Performer, you like to take on new challenges to develop the Spa's turnover (products and services) and guarantee the satisfaction of our customers
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