Job Description
Responsibilities:
- Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
- To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
- To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
- In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
- To participate in marketing and promotional activities for customer acquisition.
- To source and call on individual prospects
- To provide quality, efficient after-sales services
- To manage anti-attrition and retention of clients
- To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
- To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.
Our Ideal Candidate
- Client Acquisition Experience (Singapore, Malaysia, Indonesia, NRI, NA etc.)
- Account Management (of HNW Individuals) Experience
- Region Specific Language Expertise
- Region Specific Client Networks & Experience
- Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc.)
Only shortlisted candidates will be contacted.
