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Wealth Management Professional
1 week ago
This is an exciting opportunity for an ambitious individual to join our Wealth and Personal Banking team as an Insurance Product Expert. You will be responsible for achieving desired sales performance targets, providing financial planning advice to customers, and organizing branch activities. Your key responsibilities will include meeting KPIs, performing professional support to Relationship Manager and Branch Leaders satisfaction, and recommending solutions to meet clients' needs and risk profile.
Key Responsibilities:
• Meeting of KPIs: Achieve the desired Relationship Manager and Branch sales performance targets, wealth insurance revenue aspiration, target product mix for PERML, participation, productivity, conversion ratio, profitability, and quality sales by individual Relationship Manager and Branch. • Sales Activities & Management: Perform professional support to Relationship Manager and Branch Leaders satisfaction, conduct reviews of Relationship Managers' client portfolios, identify coaching opportunities for performance improvement, keep Relationship Managers abreast of new product launches, improve product specific technical knowledge, and understand market outlook and trends. • After Sales Service: Provides after sales service & guidance to customers such as minor claims process, policy changes, etc.
