Job Summary

Manage the PB Client portfolio to maximize new business opportunities and deepen existing relationships, while providing quality in service delivery in an efficient operation where risks are well controlled. Ensure that robust sales process, stringent service standards in compliance with local regulatory requirements are met.

Key Responsibilities

• In consultation with the BM/STM, draw up monthly plans for achieving new business and customer acquisition goals committed.
• To foster and deepen client relationship by providing regular market information updates and trend analysis on international equities, unit trust, bonds and other investment instruments and follow up calls/visits to assist them in their investment decisions.
• To conduct regular checks on market trends and competitors’ programme offering and activities. This is to assist/ initiate efforts to increase product differentiation and enhance attractiveness of...