Job Description
Responsibilities
- 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.
- 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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