Location
singapore, singapore, Singapore
Posted
July 08, 2026
Job Description
Job Summary
Maximize new business acquisition and referral opportunities while deepening existing customer relationships to meet service standards for the Priority Clients segment.
Key Responsibilities- Conduct professional consultative financial analysis and profiling sessions with customers.
- Provide regular market information updates and trend analysis on local and international financial products.
- Draw up monthly plans in consultation with PB team manager, branch manager or PTL to achieve sales targets.
- Participate in marketing and promotional activities for customer acquisition.
- Source and contact individual prospects.
- Provide quality, efficient after‑sales services.
- Manage client retention and anti‑attrition.
- Organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
- Solicit referrals from other parts of the bank (e.g., RM...