Personal Banker Wealth – Wealth Management Associate

Primary Objective:

 To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
 To promote and professionally sell a range of wealth and banca products to existing and potential customers
 To maintain regular contacts with customers to develop relationship and deepen share of customers’ wallet
 Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
 Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals

Sales Planning & Activities:

 Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
 Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention
 Plan and identify cross selling/up selling to increase customers’ PHR and revenue
 Set appointments, sales visitations, prospecting and engagement with customers
 Account opening for CASA for wealth customers

Sales Management:

 Maintain regular contact with existing customers to foster closer relationship and for referrals
 Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
 Compliance to Bank’s policy, procedures and observe sales code of ethics