Job Description

Job Responsibilities:

• Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
• Manage customer relationships to increase share of wallet under the "Farmer" concept.
• Provide financial planning advice to customers - focusing on Wealth Management Products.
• Take initiative and run activities to source leads.
• Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly.
• Liaise with customers and convert leads to sales.

Job Requirements:

• Degree / Diploma holders in any discipline.
• Minimum 2 – 3 years of working experience in a branch sales environment.
• Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
• Result oriented, passionate with marketing and willing to adopt to new things.
• Ability to work independently with minimum supervision.
• Ability to deliver high quality customer service to external and internal customers.
• Possess good interpersonal skills and able to actively interact with all levels of customers.