Premier Relationship Manager (Perak)

KEY RESPONSIBILITIES Sales Planning & Activities Prepare and pro-actively execute sales plans for prospective customers from Bank's leads (LMS) and self-generated leadsActively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retentionPrepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio managementPeriodic review of customers' investment portfolio and increase AUMPlan and identify cross selling/up selling to increase customers' PHR and revenueSet appointments, sales visitations, prospecting and engagement with customersSales Management Maintain regular contact with existing customers to foster closer relationship and for referralsWork closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaignsPrepare and monitor sales performance and competitors analysis to ManagementCompliance to Bank's policy, procedures and observe sales code of ethics REQUIREMENTS: Degree holderCertified Financial Planner certification (CFP) with FIMM, PCE, CEILI and IPPC license.Minimum 2 years of sale experience preferably in wealth and banca products with FIsPleasant personality with excellent verbal and written communication skillsPossess relevant licenses required for the portfolioSales and results orientedGood interpersonal and relationship building skill BRANCHES AVAILABLE: SitiawanSoho Ipoh BranchIpoh GardenJln Tun Sambathan IpohTaipingTasek