Sales Planning & Activities  Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads, customer referrals and self-generated leads  Actively participate and collaborate with other sales personnel at Premier Centre/branch/regional counterparts e.g. Malaysia/Singapore on sales activities/campaigns for customer acquisition and retention  Prepare and provide financial advisory and assistance to customers for their wealth/investment management  Periodic review of customers’ total portfolio and increase AUM with the Bank  Plan and identify cross selling/up selling to targeted customers  Set appointments, sales visitations, prospecting and engagement with customers Sales Management  Maintain regular contact with existing customers to foster closer relationship and for referrals  Work closely with Head of Premier, Branch Manager and Head of Business Banking on sales activities, promotion and campaigns  Prepare and monitor sales performance and competitors analysis to Management  Compliance to Bank’s policy, procedures and observe sales code of ethics

 Diploma or Degree holder  Good interpersonal and relationship building skill  Must be fluent in English. Candidate can speak & read Mandarin will be added advantage.  Possess relevant financial licenses required for the portfolio would be added advantage