RESPONSIBILITIES

Sales & Advisory

Market a range of retail banking and investment products.

Upsell and cross-sell the Bank's suite of products and services.

Offer advisory service recommending suitable wealth management products for potential customers.

Knowledge of internal policies and procedures to effectively manage the sales cycle and facilitate operational execution of transactions.

Report sales activities and results to the management on a regular and prompt manner.

Competent on all KYC/CDD procedures, AML guidelines and all other regulatory guidelines governing the Sales & Advisory process.

With the cues from customer feedback, pro-actively identify opportunities and provide feedback for improvements in all areas including product & service offering, sales process or operations.

Supporting, contributing, promoting and driving technology initiatives like Internet applications, mobile applications, etc towards promoting customer convenience and service excellence.

Customer Relationship Management

Take ownership to respond for all customer issues and navigate internally to address issues promptly and/or escalate to relevant authorities promptly.

To act as a single point of contact for all customers under handling.

Operational Efficiency

Be responsible for 100% accuracy on the various forms submitted to Operations or to Partners for execution.

Jointly responsible for the upkeep of the branch aesthetics as per the Corporate Identity guidelines.

REQUIREMENTS

Bachelor’s Degree or equivalent, preferably in Banking, Insurance & Financial Services.

MBA or Executive MBA qualification is advantageous.

Minimum of 1-2 years of experience in sales and financial products and services.

CMFAS certified required - M5, M8, M8A, M9, M9A, HI, BCP, PGI.

Excellent customer-focused mindset and strong interpersonal skills.

Sound knowledge of banking, wealth management and insurance products.

Strong understanding of financial compliance and regulatory requirements in Singapore.