Job Description

Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment.

RESPONSIBILITIES:

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
• To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products (North Asia, Malaysia, Indonesia, ROW, India market etc.).
• In consultation with the PB team manager/branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals.
• To participate in marketing and promotional activities for customer acquisition.
• To source and call on individual prospects.
• To provide quality, efficient after-sales services.
• To manage anti-attrition and retention of clients.
• To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
• To solicit referrals from other parts of SCB e.g. RMs from C&I, staff, etc.
• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
• To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

REQUIREMENTS:

• Understands the core concepts, principles, processes or procedures of Wealth Management and Banking.
• Experience in Relationship Management.
• Proficiency in Business language as the incumbent will be supporting relevant market.

HOW TO APPLY:

Interested candidate, please submit your updated CV in MS Word Format to Gilda Montilla-Balag (EA Personnel Reg. No.: R1644561) by clicking the \xe2\x80\x98Apply now\xe2\x80\x99 or call at 65909920 or WhatsApp 85110877 for a confidential discussion.

Please indicate the below information in your resume:

• Current & Expected Salary
• Reason(s) for leaving
• Notice Period / Availability to commence work

NOTICE:

We would like to inform that only short-listed candidates will be notified. All applications will be treated with the strictest confidence.

By submitting any application or resume to us, you will be deemed to have read & agreed to the terms of our Privacy Policy, and consented to us collecting, using, retaining and disclosing your personal information to prospective employers for their consideration, and for our marketing EDMs which you may opt out by unsubscribing in the mailer. You may refer and access our website at https://www.achievegroup.asia/privacy-policy/ for more information.

Cessation of Collection of full NRIC Numbers:

In compliance with the Personal Data Protection Act and commitment to protect candidates\xe2\x80\x99 personal data, Achieve Group will cease to collect, process or use full NRIC numbers during our screening and job application process.

Kindly ensure your resume provided to us does not contain your full NRIC number and full home address during your job application.

YOUR SUCCESS IS OUR ACHIEVEMENT!

eFinancialCareers