Personal Banker, Wealth Advisory

3 days ago

Singapore CIMB BANK BERHAD Full time

Business Performance and Management
- To evaluate customers' needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning.
- Design and recommend wealth solution to meet the objectives of the customers
- Take initiative to plan and organize daily schedule for various sales generating activities
- Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them.
- To regularly update their clients on their holdings and investment performance.
- Achieve monthly sales target for various banking products with consistency
- Fulfill training requirements which are set by the organization

Regulatory Compliance
- Ensure compliance with Group Policy and Standards and procedures of the Bank.
- Ensure sales process is met and follow throughout and maintain BSC grading of A/B
- Ensure proper screening and gathering of customer information to satisfy KYC procedure.

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