Location
singapore
Job Type
Full-time
Posted
June 10, 2026
Job Description
Job Description
Position to maximize new business, acquisition and referral opportunities and deepen existing customer relationships for Priority Clients segment to specified service standards.
Responsibilities- Conduct professional consultative financial analysis and profiling sessions with customers to meet their financial needs/objectives.
- Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
- In consultation with the PB team manager/branch manager/PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals.
- Participate in marketing and promotional activities for customer acquisition.
- Source and call on individual prospects.
- Provide quality, efficient after-sales services.
- Manage anti-attrition and retention of clients.
- Organise...
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