Job Description
Prospect for new business opportunities in the selected segments and explore business expansion opportunities with existing clients. Contributes to the enablement of a universal services organisation by identifying other relevant opportunities and advising relevant business partners accordingly.Analyses and assesses clients' current and future financial and estate planning needs.Develops appropriate proposals in line with customer requirements and in line with a suite of existing solutions (e.g., prepare quote, issue and amend quote, record advice, fulfil contract and requirement management).
Responsibilities + Skills
Diploma in Finance and AccountingPreference for B. Comm Finance / Legal degree
Education
Embeds the bank's performance process, regular performance feedback and coaching. Addresses poor performance.
Experience
