Relationship Manager, Premier Banking

Full-time Finance

Sales Planning & Activities

• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads


• Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention


• Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management


• Periodic review of customers’ investment portfolio and increase AUM


• Plan and identify cross selling/up selling to increase customers’ PHR and revenue


• Set appointments, sales visitations, prospecting and engagement with customers

Sales Management

• Maintain regular contact with existing customers to foster closer relationship and for referrals


• Work closely with Centre Manager, Branch Mana...