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Wealth Management Advisory - Region 7 at OCBC

, , -

Full Time

Start Date

Immediate

Expiry Date

08 Jan, 26

Salary

0.0

Posted On

10 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Sales Strategy, Team Coordination, Monitoring Sales, Training, Coaching, Financial Indicators, Product Knowledge

Industry

Description

Tercapainya target fee base income produk-produk Wealth Management, dan indikator-indikator finansial lain yang ditetapkan. Menjalankan strategi penjualan produk Wealth Management. Melakukan koordinasi dengan team Wealth Advisory terkait sosialisasi dan strategi penjualan produk. Dan melakukan kerjasama untuk memantau leads penjualan produk wealth management dan program terkait Melakukan monitoring terhadap pencapaian penjualan produk Wealth Management. Berkoordinasi dengan Regional Wealth Management Head untuk memastikan kelancaran aktivitas penjualan produk. Melakukan pelatihan atau sesi coaching untuk team distribusi dengan tujuan memastikan standarisasi knowledge, pemahaman produk baru dan sales process.

Responsibilities

Achieve target fee-based income for Wealth Management products and monitor sales performance. Coordinate with the Wealth Advisory team for product sales strategies and provide training to ensure knowledge standardization.