An Excellent Opportunity for ...
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.
1) 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 of leads, sales activities and pipeline cases.