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.
...
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.
...
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.
...
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
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Source for prospective clients (Personal, Priority and Business Banking) for mortgage loans through alliance tie-ups such as real estate agents, mortgage brokers, developers & lawyers.
Understand client needs for mortgage financing, structure proposed solution and close the sale further to credit approval.
Understand and uncover client’s other financial needs and refer relevant retail and wealth products
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To provide appropriate financial solutions to our Premier Banking customers and expand the Premier Franchise by acquiring new Premier Banking customers via various marketing initiatives.
To plan, organize, participate and execute event and sales activities inline with the Premier Banking business direction and related sales initiatives.
To provide excellent customer experience to our Premier Banking customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.
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To provide appropriate financial solutions to our Premier Banking customers and expand the Premier Franchise by acquiring new Premier Banking customers via various marketing initiatives.
To plan, organize, participate and execute event and sales activities inline with the Premier Banking business direction and related sales initiatives.
To provide excellent customer experience to our Premier Banking customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.
...
To provide appropriate financial solutions to our Premier Banking customers and expand the Premier Franchise by acquiring new Premier Banking customers via various marketing initiatives.
To plan, organize, participate and execute event and sales activities inline with the Premier Banking business direction and related sales initiatives.
To provide excellent customer experience to our Premier Banking customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.
...
Single touch point to serve the high net-worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
Ensure achievement of targets assigned.
Work with the Branch Manager to ensure sales activities are in line with business direction.
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Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
Take ownership of customers issues of the PBC, from enquiries to complaints and following problems through to resolution
Maintains quality service by enforcing quality and customer service standards, analyzing and resolving quality and customer service problems, and recommending system improvements.
Take the extra mile to engage customers and build sustainable relationships and trust with customer.
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If you are looking to excel and make a difference, take a closer look at us…
We are seeking talents who have the passion and requisite wealth management licenses to cater to our Retail High Net Worth clients. Strong sales and wealth product knowledge, good interpersonal skills and professionalism are key for this role.
If you are looking to excel and make a difference, take a closer look at us…
We are looking for individuals to provide support to a team of Priority Banking (PB) Relationship Managers (RM) in attending PB customers at Priority Banking Center on various banking transaction needs & service related matters. The role also requires to manage client service satisfaction-related aspects for their organizations, which involves providing support and resolution for customer concerns.
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.
...
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.
...