Associate Director, Priority Clients

Maximize new business acquisition and referral opportunities while deepening existing customer relationships to meet service standards for the Priority Clients segment.

• Conduct professional consultative financial analysis and profiling sessions with customers.
• Provide regular market information updates and trend analysis on local and international financial products.
• Draw up monthly plans in consultation with PB team manager, branch manager or PTL to achieve sales targets.
• Participate in marketing and promotional activities for customer acquisition.
• Source and contact individual prospects.
• Provide quality, efficient after‑sales services.
• Manage client retention and anti‑attrition.
• Organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
• Solicit referrals from other parts of the bank (e.g., RM...

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