Business Function We deliver a comprehensive suite of innovative banking services and financial solutions to individuals, ranging from the man-in-the-street to the mass affluent. Providing sound wealth management and financial advisory services, we help our customers make informed decisions about their money and are committed to helping them plan and achieve their life goals. Products and services within the Consumer Banking Group include loans, credit cards, investment and unit trusts, insurance and priority banking.
Responsibilities - Actively drive revenue growth through the focus on sales within the branch whilst also acting as the single point of accountability for end to end customer to maintain branch profitability and customer satisfaction
- Ensure needs-based selling in accordance with FA Act and service compliance with both internal audit/security and external regulatory requirements
- Ensure effective use of resources at the branch; Create a high performance culture through motivation, training, development of all branch staff (including the operations staff in the branch)
Requirements - A good degree with at least 5 years' experience in the financial services industry, preferably with a good track record in sales and sales management
- Sound understanding of financial planning, wealth management products as well as banking operations
- Good knowledge of financial costing, including P&L management, and business marketing strategies and techniques
- Strong leadership, interpersonal and people management skills with the ability to relate and manage all levels of staff and has relevant experience in development of high-performing relationship managers
- Preferably with CMFAS Mod 5, 8, 9, CHI, AFP, AFC, CLU, ChFC, CFP qualifications
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We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
