About this role
Sales Planning & Activities
• Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads. • Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention. • Provide investment and wealth advisory services to customers, including portfolio management support. • Conduct periodic reviews of customers’ investment portfolios to grow Assets Under Management (AUM). • Identify and plan cross-selling and up-selling opportunities to increase customers’ PHR and overall revenue. • Arrange appointments, conduct sales visitations, prospecting, and maintain ongoing customer engagement.
Sales Management
• Maintain regular contact with existing customers to strengthen relationships and generate referrals. • Work closely with the Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns. • Prepare sales performance reports and competitor analysis for management review. • Ensure full compliance with the Bank’s policies, procedures, and sales code of ethics.
Job Requirements
• Degree holder. • Certified Financial Planner (CFP) with valid FIMM, PCE, CEILI, and IPPC licenses. • Minimum of 2 years’ sales experience, preferably in wealth management and banca products within financial institutions. • Pleasant personality with excellent verbal and written communication skills. • Possess all relevant licenses required for the portfolio. • Strong sales and results-oriented mindset. • Good interpersonal and relationship-building skills.