About this role
<p><strong>Duties & Responsibilities:-</strong></p> <p> </p> <ul style="list-style-type:disc"> <li>Responsible for acquiring and increasing the Assets Under Management (AUM) for Premier Wealth Banking customers.</li> <li>Develop and manage relationships with Premier Wealth Banking customers.</li> <li>Expand wallet share from both existing and new Premier Wealth Banking customers.</li> <li>Assist clients in establishing wealth portfolios that adapt to market conditions.</li> <li>Maintain a high level of professional integrity at all times.</li> </ul> <p> </p> <p><strong>Financial</strong></p> <ul style="list-style-type:disc"> <li>To provide quality wealth advisory services and financial product recommendations to Premier Wealth Banking clients.</li> <li>To enhance franchise value by cross-selling appropriate Wealth solutions based on advisory based approach.</li> <li>To expand the Premier Wealth Banking Clients Francise by acquiring new Premier Wealth Banking Clients via contacts, referrals and marketing initiatives.</li> </ul> <p> </p> <p><strong>Service</strong></p> <ul style="list-style-type:disc"> <li>To provide excellent customer experience to our Premier Wealth Banking Clients at all touch points via 3 distinctive service elements i.e. cared for, excellent and enhanced value.</li> <li>To build sustainable relationship with Premier Wealth Banking Clients by timely follow-ups and anticipate customers' needs.</li> <li>To proactively engage Premier Wealth Banking Clients to achieve continuous customer satisfaction level.</li> </ul> <p> </p> <p><strong>Compliance</strong></p> <ul style="list-style-type:disc"> <li>To ensure adherence sales advisory to all related policies, regulatory risk and compliance matters including processes and procedures.</li> <li>To ensure no operational and control lapses.</li> <li>To ensure timely submission of both statutory and regulatory reports,</li> <li>Ensure adherence and compliance to all internal policies/guidelines and external regulatory requirements.</li> <li>Another duties/assignment as and when directed/assigned by the superior as per business requirement from time to time.</li> </ul> <p> </p> <p><strong>Job Requirements</strong></p> <ul style="list-style-type:disc"> <li>Bachelor's degree in any field from a recognised higher education institutions</li> <li>3 to 5 years of relevant experience in investment and/or relationship management.</li> <li>Priority will be given to those with relevant licenses and certifications such as FIMM, TBE, and IPPC (with Modules 6 and 7); these are considered additional advantages.</li> <li>Strong understanding of both financial and non-financial markets.</li> <li>Must have own transport and be willing to travel.</li> </ul>