Specialist Business Development Treasures Sales Incentive

You will develop and optimize channels for acquiring qualified wealth-management customers. You will qualify prospects, open accounts, complete applications and documents, pursue sales targets, coordinate customer handovers, present wealth-management solutions, resolve enquiries, and follow bank policies, internal controls, and regulatory requirements.

Responsibilities

• Develop channels to acquire qualified wealth-management customers
• Maintain and optimize existing acquisition channels
• Qualify prospective customers and open accounts
• Complete customer applications and documentation
• Achieve assigned sales targets
• Coordinate customer handovers with relationship managers
• Present wealth-management solutions to customers
• Resolve customer requests and enquiries
• Follow bank policies, internal controls, and regulatory requirements

Requirements

• Relevant sales and customer-acquisition experience is preferred
• Customer communication
• Multitasking
• Time management
• Knowledge of banking products and services