Job Purpose

• Acquire new business and new to bank customers for Offshore Banking segment

Role Responsibilities

• You must participate in Affluent Banking marketing and promotional activities for new to bank customer acquisition.
• You are to source and call on individual prospects
• You must ensure all acquired New to Bank customers are adequately funded to meet the Affluent qualified status
• You must be able to maximize cross sell opportunities together with the Relationship Managers.
• You must ensure adherence to account opening and sales process and stringent service standards are in compliant with local regulatory requirements.
• You must be able to work with Business Head and Team Leader, draw up monthly plans for achieving/exceeding targets to meet new business and customer acquisition goals for the team.
• You must comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
• You need to ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

Key Measurables

• Able to meet individual sales target
• Must meet standards service to customers
• Able to control operation and sales compliance

Requirement

• Minimum a Diploma in any discipline
• Minimum Experience (3+years) in this market.
• Possess the positive attitude and the eagerness to learn
• Enjoy meeting and interacting with people
• Good communication and interpersonal skill
• Able to provide good customer service
• Organized and good follow up skills