Responsibilities: * Active sourcing and acquisition of new clients to achieve Bank goals * Understand and assess client's needs so as to offer sound financial advisory through a network of insur Responsibilities: Active sourcing and acquisition of new clients to achieve Bank goals Understand and assess client's needs so as to offer sound financial advisory through a network of insurance providers, investment & foreign exchange specialists to assist clients in making accurate decisions Cultivate dedicated and long-term relationships with clients Operate in accordance with Bank standards and industry regulatory requirements Required to coordinate with other business areas to address client queries Requirements: Degree in Banking/Business Administration/Economics or related qualifications Minimum 4 years relevant experience in retail banking with proven track record in sales and service High achiever in previous capacity with no adverse sales or service-related complaints Good understanding of wealth management products Necessary CMFAS certifications preferred
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