Branch Sales

3 weeks ago

Singapore RICHDALE INTERNATIONAL EXECUTIVE SEARCH PTE. LTD. Full time
Roles & Responsibilities

Job Responsibilities:

  • Able to maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment.
  • Able to conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
  • Able 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.
  • Able to participate in marketing and promotional activities for customer acquisition.
  • Able to source and call on individual prospects
  • Able to provide quality, efficient after-sales services
  • Able to manage anti-attrition and retention of clients
  • Able to organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
  • Able to comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
  • You need to ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
  • You need to be responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group's business strategy and model appropriate to the role.
  • Responsibilities related to the delivery of business and/or financial objectives.
  • Reference the processes for which the Role Holder is responsible, as per the Operational Risk Framework definition of first / second line.
  • You need to be responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group's business strategy and model appropriate to the role.
  • Responsibilities relating to identifying, assessing, monitoring, controlling and mitigating risks to the Group, as well as an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them.
  • Responsibilities relating to the direction, planning, structure, frameworks (e.g. processes and policies) and oversight.
  • Display exemplary conduct and live by the Group's Values and Code of Conduct.
  • Able to take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
  • Able to lead to achieve the outcomes set out in the Bank's Conduct Principles
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
  • Embed Here for good and Group's brand and values, perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

Job Requirement:

  • You must have a RNF & CFMAS Certificates
  • Minimum 1 year of sales and relationship management experience
  • Client Acquisition Experience will be an advantage
  • You must have an Account Management (of HNW Individuals) Experience will be an advantage
  • You must have a technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc) will be an advantage
Tell employers what skills you have

Account Management
Treasury
Aftersales
Assessing
Treatment
Customer Relationships
Relationship Management
Trend Analysis
Business Strategy
Customer Acquisition
Financial Analysis
Banking
Operational Risk
Prevention
Equities

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