Wealth Planning Consultant

Job Responsibilities

• Engage with customers at bank branches to understand their financial needs and lifestyle requirements.
• Proactively identify and develop new customer opportunities through branch walk-ins, referrals and outbound engagement.
• Promote and cross-sell relevant banking and wealth management products based on customers’ needs.
• Build and maintain strong relationships with existing and prospective customers.
• Conduct basic financial needs analysis and recommend suitable banking solutions.
• Follow up with customers to drive product applications, onboarding and conversion.
• Achieve individual sales and business targets while maintaining high standards of customer service.
• Work closely with branch staff and internal teams to support customer acquisition and relationship management.
• Ensure all sales activities and customer interactions comply with company's policies, regulatory requirements and compliance standards.

Requirements

• Strong communication and interpersonal skills.
• Comfortable with sales, customer engagement and target-driven environments.
• Willing to work 6 days per week, including weekends , based on branch operating hours.
• Required to complete the relevant CMFAS examinations after joining.

Registration No: R23116570 EA License No: 12C6295