Job Purpose:
To provide excellent service to VIP banking customers to satisfy customers’ wealth management needs through proactive business solicitation and relationship building
Main Responsibilities:
-
Introduce, demonstrate and cross-sell mainly for wealth management products and services to customers
-
Enhance and deepen customer relationship through the execution of proactive relationship building and selling activities
-
Penetrate products utilization and cross-sell products mainly on wealth management products
-
Address customer needs through cross-selling on need basis and if necessary, make referrals as appropriate
-
Require to achieve the predetermined sales goals in view of increased customer demand and keen market competition
-
Provide professional service in selling of wealth management product by strictly adhering to sales process guidelines
-
Work with product specialists where appropriate to provide services to VIP customers
-
Conduct operational procedures in a compliant manner by following the Bank’s policy and procedures
-
Support branch members as required
Requirements:
-
University degree with 1 year or secondary education with 2 years’ experience in banking industry and experience in selling insurance products is preferable.
-
IIQE paper 1, 2 & 3
-
Candidates with less experience will also be considered as Relationship Officer, VIP Banking.