Job Description

The Role Responsibilities
Implementation and oversight of the below individual 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.
• 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 eg. 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.

Key Measurables

• Agreed individual sales target
• Agreed service standards to customers
• Operation control and sales compliance

Our Ideal Candidate

• Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
• 3 years of experience applying this in typical situations on the job

Apply now to join the Bank for those with big career ambitions.

To view information on our benefits including our flexible working please visit our career pages . We welcome conversations on flexible working.

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