To build and maintain relationship with Investors. To draw in Investors and bring in Investment opportunities. Actively involves in Market Research activities to understand and stay ahead of competition.

• To promote Personal Banc’s Investment products by applying the Hunter concept.
• Actively Drive and achieve monthly New Investor acquisition target and Key Performance Indicators set by the Company.
• To engage, network and build strong long-term Relationship with Affluent Investors. 
• To service Investors with high level of Integrity, build rapport and obtain constant referrals from Investors as well as to maintain a positive company image.
• Actively involves in Sales / Marketing activities as well as to create effective Sales Strategies and Proposals.
• To plan, develop as well as Present Product Pitching to Investors and Close Deals.
• Ensure excellent Investor experience is accorded to all Investors at all times throughout the Investor life cycle.
• Conduct regular Market Research to be aware and ahead of Competition. Provide regular feedback to Management on Market Trends.
• Demonstrate excellent Customer Service traits by promptly attending to Investors’ needs and take on a Consultative role to provide value-added service.
• To submit timely daily, weekly and monthly reports to Management.

• Diploma / Degree in Marketing or related field.
• At least 3 years of experience in Sales/Marketing/Business Development/Relationship Management in Banking or Financial Industry. 
• Relationship Management experience in Premier / Priority Banking is an added advantage.
• Possess top notch hunting and network management skills.
• Excellent Presentation skills as well as Interpersonal and Communication skills.
• Strong Negotiation and Closing skills.
• Strong problem-solving, decision-making and multi-tasking skills
• Proficient in Spoken and Written English and Malay. 
• Well versed with Microsoft Office.
• Independent and Able to work under pressure.
   

• Possess passion for Customer Service and Relationship Management.
• Curious and Intuitive with an Agile mindset to be able to anticipate Investor needs, overcome challenges and adapt to change.
• Proactive, Result Oriented with strong sales drive.
• Strategic and Analytical thinking, Meticulous and Good in Mathematics and Calculations.
• Self-motivated and a Team player

• Relationship Management and Customer Service
• Excellent Leadership skills.
• Negotiation skills