Manager, Business Wealth Management

Key Responsibilites

• Sales & marketing of deposits and FOREX; meet financial and investment needs of SME segments
• Actively drive for deposits on existing to Bank & new to Bank, identify business opportunities and ensure targets allocated met.
• Monitor and execute the action plans in achieving overall deposits target allocated.
• Promote cash management solutions to business clients in the SME segments
• Build pipelines through calls/prospecting potential cash management clients to achieve closures/mandated deals.
• Participate in sales campaigns and other promotional sales events
• Perform cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposal and tailor cash management solutions based on client’s needs.
• Ensure high standard of customer service in line with the quality and standards set by the Bank
• Support business partners for joint marketing calls and cross sell / up sell cash management solutions to client
• Work closely with business partners for customer referrals and conduct training to instill product knowledge and to deepen clients’ relationships and customer’s share of wallet
• Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank
• Obtain market intelligence, establish network and update database of competitor’s offering
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Job Requirements

• Experience in sales and marketing to a wide range of customers with at least 4-year experience
• Strong business acumen proactive and a highly motivated self-starter
• Good sales and customer relationship management
• Strong analytical skill in financial accounting and well-verse in cash flow analysis
• Effective written and verbal communication and presentation skills
• Good interpersonal skills & strong customer service culture & a good team player
• Resourceful and adaptable – with ability to work in changing environment
• Initiative, drive, enthusiasm with strong selling and negotiation skills
• Excellent planning and organization skills to meet objectives and deadlines