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About the job

Key Objectives

  • Source and develop new clients
  • Enhance the existing Premium Banking relationships
  • Applies disciplined sales process
  • Provide professional quality customer service
  • Demonstrates deep knowledge of product ranges
  • Fully aware of compliance and risk management within the function
  • Ensure to effectively report the sales calls
  • Continuous self-development

Principal Responsibilities

Achieve the annual targets of business dimensions that are communicated and agreed on an annual basis

Qualitative Indicators

1.Sale Effectiveness:

Apply a disciplined sales process, including cross selling of different product ranges, to deliver a robust pipeline and reliable sales results. Continuously develops and draws upon a network of relationships to generate new business.

2.Sale Activities Reporting:

Ensure to effectively report the sales calls, visits and report the expected pipeline with the sales achieved.

3.Regulatory awareness, compliance, KYC and Audit:

Fully aware and vigilant in respect of compliance / KYC /anti-Money Laundering.

4.Risk Management:

Anticipate and often pre-empts risks. Analyses all potential risks including those of higher complexity and provides client with full and balanced assessment of risks and returns. Involve the right resources to protect the Bank.

5.Product and mark knowledge:

Demonstrate deep knowledge and a high degree of expertise with a wide range of products across all product categories. Develops and applies innovative solutions to highly complex client needs.

Person Specifications

  • Diploma holder
  • Minimum of 2 years in Premium Banking and 5 years experience overall
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