Job Description As part of the Client Acquisition Sales, you will acquire high affluent customers for the Bank. You will work closely with RMs to deliver a total wealth management experience to new and existing high affluent individual clients.
Job Responsibilities - Sales activities and conversion:
- Prospect and acquire affluent clients with AUM of $300,000 & above via various channels/funnels such as internal referrals, tele-prospecting, networking and privilege events, in Singapore and regional countries.
- On-board new client relationships (account opening) and promote a suite of exclusive depository products and services to grow the bank’s revenue base.
- Work closely with RM to plan and help manage clients' assets based on a thorough understanding of their needs and requirements and drive cross product sales of all the Bank’s products and services. 2) Sales reporting and management:
- To provide prompt and regular reporting ...