Job Description
Job Purpose
Responsible to achieve fee income on wealth & investment targets.
Key Responsibilities
- Achieving individual and branch sales targets consistently, with a focus on Affluent growth, Wealth Management Products penetration growth, and Asset Under Management (AUM) growth.
- Collaborating with the branch manager in analyzing the financial and economic market to develop a sales plan and strategy.
- Working closely with the branch manager to schedule daily, weekly, and monthly sales activities according to the sales plan and strategy.
- Continuously analyzing and reviewing customers' portfolios to identify opportunities for offering customer solutions through a range of Wealth Management products.
- Ensuring that customer information is kept up-to-date and accurate in the Bank’s system at all times.
- Providing customer and market feedback consistently and engaging in performance reviews with the branch...