Privilege Financial Consultant (Region SNS)

Overview

Provide personalized financial consultation and advice to clients according to their financial goals and needs. Promote wealth solutions focusing on insurance, investment and deposit products and services to retail clients.

Responsibilities

• Provide personalized financial consultation and advice to clients according to their financial goals and needs.
• Promote wealth solutions focusing on insurance, investment and deposit products and services to retail clients.
• Increase client product holding through cross selling on other financial solutions such as financing and credit card.
• Maintain and develop strong client relationships with Privilege and Emerging Affluent clients and effectively manage customer portfolios in retail wealth sales and advisory.
• Meet or exceed sales targets and performance metrics contributing to the overall branch performance and sales revenue.
• Comply with all regulatory and Bank standards and practices.
• Participate in ongoing training and professional development to stay updated with industry trends and product knowledge.
• Act swiftly on leads and maintain proactive follow-ups to maximize conversion rate.
• Deliver top-tier after-sales service to maintain customer loyalty.
• Engage in sales launches and conduct data mining to identify potential customers and generate new business.

Requirements

Seniority level

Employment type

Job function

Industries

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