Job Description

Description

Primary Objective:

Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets
? To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers
? Prepare and provide sound advisory on wealth and financial planning
? Maintain regular contacts and enhance banking relationship with customers for higher share of customers' wallet
? Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
? Guide and mentor new and existing Relationship Managers
Key Responsibilities:

Sales Planning & Activities

• Prepare and pro-actively execute sales plans for prospective customers from Bank's leads

(LMS) and self-generated leads

• Actively participate and collaborate with other sales personnel at PBC/branch/region on

sales activities/campaigns for customer acquisition and retention

• Prepare and provide investment & wealth financial advisory and assistance to customers for

their investment/wealth portfolio management

• Periodic review of customers' investment portfolio and increase AUM
• Plan and identify cross selling/up selling to increase customers' PHR and revenue
• Set appointments, sales visitations, prospecting and engagement with customers

Sales Management

• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales

activities, promotion and campaigns

• Prepare and monitor sales performance and competitors analysis to Management
• Compliance to Bank's policy, procedures and observe sales code of ethics

Peer Support

• As a mentor to provide guidance to other Relationship Managers

Requirements

Requirements:
Bachelor Degree - Any related field(s).

Relevant experience & exposure to Wealth Management and financial products

PC / Microsoft Office literate with excellent presentation, interpersonal and communication skill
Possess pleasant personality and versatile
Able to interac t with customers from all walks of life
Confident and sociable in character

Benefits

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards