Job Description
As part of the Client Acquisition Sales, you will acquire high affluent customers for the Bank. You will work closely with RMs to deliver a total wealth management experience to new and existing high affluent individual clients.
Job Responsibilities
- Sales activities and conversion:
- Prospect and acquire affluent clients with AUM of $300,000 & above via various channels/ funnels such as internal referrals, tele-prospecting, networking and Privilege events, in Singapore and regional countries.
- On-board new client relationships (account opening) and promote a suite of exclusive depository products and services to grow the bank’s revenue base.
- Work closely with RM to plan and help manage clients' assets based on a thorough understanding of their needs and requirements and drive cross product sales of all the Bank’s products and services. 2) Sales reporting and management:
- To provide prompt and regular reporting of leads, sales activities and pipeline cases.
Job Skills
- Verbal-Communication
- Customer-Service
Job Requirements
- Strong interpersonal, negotiating and communication skills.
- Highly driven to excel and thrive within a fast paced working environment.
- Experience / Ability to liaise with clientele from regional markets such as Singapore, Malaysia, Indonesia, Thailand, Vietnam and China.
- Ability to travel regionally, if required. .
