Associate Director, Priority Clients
2 weeks ago
Overview
Title: Associate Director, Priority Clients
Job Code: 38906
Business Unit: Retail Banking
Employment Type: Regular Employee
Work Arrangement: Office - Full Time
Closing date: 5 Sept 2025
Responsibilities
The purpose of the role is to maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment. 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 e.g. 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
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