Posted 2 months ago

Our client is an international bank with a strong foothold in Asia, seeking to expand the onshore and offshore teams.


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 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 Bank and external regulatory authorities.


  • Minimum 3 years of relevant experience
  • Knowledgeable in Bank processes, products and services in any bank sectors
  • Customer oriented with strong interpersonal, communication and presentation skills
  • Ability to drive and manage client interaction with affluent clients
  • Excellent track record in sales or demonstrated ability to achieve strong sales performance
  • Experience in brand building and awareness of consumer needs and behaviour

Interested candidates please email to

Kalyn Kong (EA Reg no: R1110919)

Company Reg No.: 201131609D, Licence No.: 11C4684

Job Features

Job CategoryBanking Operations

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