Job Description

You will play a pivotal role in managing and growing our high-value customer base.

You will be responsible for:

• Acquiring and retaining a portfolio of priority clients.
• Cross-selling wealth management products and services to customers.
• Providing exceptional customer service and building strong relationships with clients.
• Contributing to the overall success of the branch by achieving business performance measures.
• Create monthly plans to generate new business and contact potential clients regularly to maintain a sales pipeline.
• Review existing customer portfolios regularly to maintain relationship and manage cross-sell ratios. 
• Stay updated on customer needs and market trends, including competitor programs and activities, to enhance the attractiveness of the program/product differentiation.
• Ensure compliance with regulations. 

Job Requirements

• Minimum 1-3 years of product or solutions sales experience.
• Open for non-banking sales individuals with interest to join banking.
• Aptitude and saavy with financial products/instruments.
• Proven track record in client relationship management and business development.
• Knowledge of bank products and services, good marketing and sales management skills.
• Products: Unit Trust, Bancassurance, Structured Products, Bonds
• Relevant sales experience within Wealth Sales, Banking and FSI industry an added bonus
• Required licenses ie. PCE, CEILI, FIMM, TBE & IPPC, an added bonus.

Skills