Tracy L. Sk Email and Phone Number

• To support the bancassurance business of OCBC Premier banking and to deliver top line through sales activities with PPB, RMs and campaigns.• Provide training, coaching, mentoring and other pre- and post-sales support needed by the RMs to optimize sales performance.• Execute region sales/marketing strategies and sales retooling session with RMs.

• Hold key responsibility to acquire, develop and deepen relationship with a portfolio of premier banking customers in accordance with relevant business goals.• To provide professional wealth advisory, financial analysis and solutions to premier banking customers.• Contribute to the bottom-line of premier banking through the accomplishment of profit and growth targets.

• Market the Bank’s wealth management products (DCI, Investment Link, structured investment, unit trust, etc.) and services• Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management• Analyse customers’ financial requirements and solicit new high-net worth customers to join the Bank’s Privilege Banking membership as well as cross sell a full range of consumer… Show more • Market the Bank’s wealth management products (DCI, Investment Link, structured investment, unit trust, etc.) and services• Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management• Analyse customers’ financial requirements and solicit new high-net worth customers to join the Bank’s Privilege Banking membership as well as cross sell a full range of consumer products Show less

• Specialize in hunting of retail market segment deposits through acquisition of new High Value customers (Preferred Banking)• To increase CASA account and grow deposit balances through cross-selling of other deposit related products• To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects• To build and maintain profitable business relationships with prospective customers

• Research and source potential clients and build long-term relationships with them• Persuade prospective clients to engage in meeting to discuss insurance products• Advise clients on the insurance policies that best suit their needs• Customize insurance programs to suit individual clients• Keep abreast of industry and market trends and best practices

• To assist in conveyancing and court matters• To assist in conducting legal research and legal drafting• To assist lawyers in preparing cause papers and documents relating to conveyancing• To prepare correspondences to clients• To liaise with clients, developers, bankers, law firms and various government departments• To execute other tasks assigned within the legal scope of work