Premier Relationship Director

Sales & Services of Premier & UHNW customers Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets * To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers * Prepare and provide sound advisory on wealth and financial planning * Maintain regular contacts and enhance banking relationship with customers for higher share of customers’ wallet * Participate in branch/region/Bank sales activities and campaigns to achieve deliverables Sales Planning & Activities * Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads * Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention * Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management * Periodic review of customers’ investment portfolio and increase AUM * Plan and identify cross selling/up selling to increase customers’ PHR and revenue * Set appointments, sales visitations, prospecting and engagement with customers Sales Management * Maintain regular contact with existing customers to foster closer relationship and for referrals * Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns * Prepare and monitor sales performance and competitors analysis to Management Compliance to Bank’s policy, procedures and observe sales code of ethics