[Job ID: 401769]
Key Responsibilities:
- Conduct professional financial needs analysis and profiling sessions to understand client objectives and recommend suitable solutions.
- Acquire new Priority Banking clients through proactive sourcing, referrals, and participation in marketing events and presentations.
- Deepen existing client relationships by providing regular market insights and updates on local and international financial products.
- Develop and execute monthly sales plans in consultation with management to achieve and exceed individual targets.
- Organize and conduct sales presentations to groups, clubs, associations, and corporations.
- Solicit referrals from internal stakeholders, including other business units and colleagues.
- Deliver quality after-sales service and actively manage client retention.
- Ensure full compliance with all regulatory requirements and internal policies, including anti-money laundering procedures.
Requirements:
- Tertiary education with relevant CMFAS certifications.
- Minimum 1 year of relevant experience in the banking industry.
- Proven ability to build relationships and meet sales targets.
- Strong communication, presentation, and interpersonal skills.
- Self-motivated, results-driven, and able to work independently.
- Committed to maintaining the highest standards of regulatory compliance and ethical conduct.
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Cesky Ong Zhi Rong
EA Personnel Registration Number: R24121422
EA License No.: 07C5771
