Job Description

Business Wealth Manager
Job Responsibilities:

• Responsible for sales and marketing of deposits and FOREX; meet financial needs of small and medium-d enterprises (SME)
• Acquire new to bank business account and also managing the portfolio growth of assigned high depositor under SME
• Actively drive for deposits, identify business opportunities and ensure targets allocated are met
• Monitor and executive the action plans in achieving overall deposit target allocated

• Strong business acumen, proactive and a highly motivated self-starter
• Good sales and customer relationship management
• Minimum 1 to 2 years working experiences in business-to-consumer sales with proven track record
• Experience and exposure in credit marketing will be an added advantage

• Actively solicit for loans, deposit and Banca sales \xe2\x80\x93 ensure end to end follow through to make sure effort turns into production
• Achieve sales target allocated for Loans, Deposits, Banca and number of new customer target
• Adopt good follow through practice and prompt execution culture in performing the role
• Risk Management - Perform proper introduction of customers and conduct joint introduction visitation with Account Manager
• Quality Control & Compliance - ensure quality submission to achieve high accuracy and correctness
• Deliver clear explanation on the terms in letter of offer and other documents and process workflow to customers
• Observe and adhere to Standard Filling Order of credit files before handling over to Account Management Team
• Maintain and build good rapport with internal and external customers for business referrals
• Adhere to the regulatory requirements and processes being practiced at all times

• Strong business acumen, proactive and a highly motivated self-starter
• Good sales and customer relationship management
• Strong analytical skill in financial account and well-verse in cash flow analysis
• Preferable 3 to 5 years of working experiences in business-to-consumer sales with proven track record
• Experience and exposure in credit marketing is preferred and will be an added advantage