Personal Financial Consultant

About the Role

• To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.

• To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets.

Responsibilities

• Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments.

• Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals.

• To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base.

Qualifications

• Degree or Diploma holder.

Required Skills

• Have at least 2 years experience preferably with Wealth and Banca products in any FIs.

• Pleasant personality with excellent verbal and written communication skills.

• Good interpersonal and relationship building skill.

• Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio.

• Sales and result oriente