JOB ID: 1123421
The Role Responsibilities

The role holder is responsible for driving new-to-bank customer acquisition, with a focus on Priority Sign-Ups and targeted retail products.

• Acquire new high-net-worth (HNW) clients to join the bank’s Priority and Priority Private segments through targeted outreach, referrals, and strategic networking.
• Conduct professional needs analysis and position the bank’s wealth, investment, and banking solutions tailored to HNW clients.
• Build strong relationships with external introducers (e.g., property agents, brokers, premium service partners) to drive high-quality lead flow.
• Participate in client acquisition activities such as HNW events, lifestyle partnerships, seminars, and occasional weekend or after-hours engagements.
• Maintain high service and onboarding standards, ensuring smooth account opening, follow-up, and conversion of leads.
• Keep up to date with market developments, wealth offerings, and competitor propositions to effectively position the bank to affluent prospects.

Requirements

• Minimum 3–4 years of experience in banking, wealth management, or affluent/HNW client acquisition.
• Proven track record in acquiring affluent or high-net-worth clients, with strong sales and conversion results.
• Strong understanding of wealth products, investment solutions, and the needs of affluent customers.
• Excellent communication, networking, and relationship-building skills, with the confidence to engage HNW individuals and key partners.
• Highly driven, self-motivated, and able to perform in a fast-paced, target-driven environment.
• Strong professionalism, maturity, and customer-service orientation.
• Ability to represent the bank at premium events, seminars, and networking sessions.
• Diploma or Degree holder; relevant CMFAS certifications would be an added advantage

We regret that only shortlisted candidates will be notified. However, all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771