Customer Advisory & Engagement
- Understand customers financial needs and provide timely advice and recommendations to meet their banking requirements.
- Deepen relationships with new and existing customers.
Sales & Cross-Selling
- Secure sales and cross-sell a wide range of consumer banking and investment products, including insurance, structured deposits, and unit trusts.
- Utilize branch network, tele-consulting, and referrals to meet and exceed individual sales targets.
Compliance & Documentation
- Apply diligence and integrity to ensure proper advisory procedures and meticulous documentation.
- Ensure compliance with internal policies, business processes, and regulatory requirements.
Performance & Work Ethic
- Thrive in a fast-paced environment with a passion to excel in wealth management.
- Work resourcefully and independently, with flexibility for extended working hours.
