In this role, you will be responsible for portfolios and serving salaried individuals, earning a specific salary range. This role presents an exciting opportunity to excel in relationship management within our esteemed banking environment.
Key Responsibilities:
- Serve as the primary point of contact for Priority Banking customers, nurturing relationships and actively supporting business development through client acquisition, account management and collaboration with Product Specialist.
- Demonstrate expertise in Priority Banking offerings, serving as a trusted advisor to clients, while actively cross-selling products and marketing new services to increase share of wallet.
- Adhere to operational, sales and anti-mis-selling policies, maintain compliance, KYC and clients profiles, assess risk tolerance, uphold confidentiality, document meetings and promptly report suspicious transactions.
- Monitor and exceed client satisfaction, cross-sell bank services and stay updated on market trends and maintain open communication as a valuable team player.
Skills and Experience:
- University Degree in Business or Finance.
- 1 to 3 years in a sales role within the Financial services/Banking industry.
- Experience across a wide range of Banking areas, e.g. Retail and Wealth Management.
- Fluency in English, while knowledge of regional languages is an advantage.

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