Responsibilities

• Responsibilities include: cross-sell of all bank products groups to existing and new customers, sourcing prospects and developing new customer relationships, providing financial advice to customers, selling appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on cross-sell opportunities and making appropriate referrals.
• Corporate with wealth team, cash management as well as cross boarder colleagues to provide the absolute solution based on the customer requirements.
• Grows revenue by successfully prospecting for new deposit, payment product including cross-sell cash management services through existing and new to bank customers.
• Maintain account pipeline, account plans and calls reports accurately, maintain ongoing contact with customers to ensure targeted level of deposit balance
• Perform customer’s visit and be a bank’s representative to support customers.

Qualifications

• Bachelor’s degree and above in business administration, economic, accounting, finance, and engineering.
• At least 3 years of experiences in secured loan product e.g., mortgage loan, Secondary Bond, Deposit high volumes.
• Confidently present the value proposition of the product or service, address objection and negotiation win-win outcome.
• Have a passion for continuous learning to enhance skills and capabilities, Proactive, motivated.
• Maintaining a positive attitude, display optimism, enthusiasm, and can-do attitude.
• Strong Communication and Interpersonal skill throughout the interview process, have a ability to effectively convey complex information to us.
• Investment Consultant License IC, Life Insurance License (Prefer)
• Fluent in English communication and interpersonal skills.