Manage the relationships with new and existing Wealth/Premier Banking customers through professional consultative financial analysis.
Up-sell, cross-sell and provide regular market information updates and trend analysis
Ensure superior customer service and contribute to the overall customer experience of Wealth/Premier Banking.
Requirements
Minimum 3 years of sales experience in the banking and financial services industry, preferably in managing Wealth/Premier Banking Segment, and show consistent sales performance
Possess the required academic qualifications and CMFAS certifications
Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
Exhibit strong interpersonal, communication skills and good at tele-consulting.
Creative and possess the initiative, drive and ability to work independently and ...
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