Primary Objective:
To maintain close relationship with existing customers in order to increase wallet share of customers and to maximize business opportunities
Provide sound advisory on wealth management and financial planning
Manage customer expectations and provide excell
Key Responsibilities:
Create relationship management of existing Premier Banking customers in accordance with established standards
Actively participate and support Premier Banking marketing activities for customers' acquisition and retention
Provide advisory and financial pla
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
Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards