Business Development Executive, Priority Clients
Standard Chartered Bank – Bidor, Perak – Please view Job Description for details. JOB PURPOSE In/outbound Existing to Bank (ETB) advice & sales To proactively acquire portfolio of Priority Clients besides Personal clients. Engaging & deepening Affluent & hidden Affluent in advisory conversations with analytics support and collaboration with Wealth Specialists. Meeting clients when required (at least once a month). Prepare and educate clients to interacting via online, Client Centre New to Bank (NTB) referrals from clients Actively acquire and activate new Affluent/potential Affluent clients referred from ETB clients directly to Priority Banker/Team. Provide advice to Personal Clients approaching Bank with complex investment needs. KEY RESPONSIBILITIES SALES / PRODUCTIVITY MANAGEMENT A need based approach to source New to Bank (NTB) Priority Banking customers and engage the customer for new Business and refer PIC AUM qualified back to branch managed RM channel. Deliver sales targets to meet new business and … – Permanent – Full-timeApply for this job.