- Manage and drive wealth revenue for Investment Products by assisting on Client Events, Tea Talks, Joint Sales Calls and giving unbiased product briefing to the Sales Team/Customers as and when required;- Provision of expertise and advisory to Sales Representatives and Customers on wealth related products;Cross promote to grow key product portfolios;- Coaching of Sales Representatives on key features in Investment Products;- Enhance customer service by providing unbiased specialized expertise/views required in managing wealth related products;- Understand customer’s financial profile and needs to develop strategies to address and meets customer’s requirements;- Adherence to Bank’s internal policies, business processes and regulatory requirements including compliance with related laws/Acts

- Perform joint appointments with Senior Relationship Managers with the goal of building stronger consulting capabilities- Constant engagement with the Senior Relationship Managers to develop their consulting capabilities specifically in recommending investing solutions to the PPC segment- Active involvement alongside sales channels in customer ‘prospecting’, relationship building and new business pitches- Work with product teams, research team and sales channels to ensure proper follow through of market updates, customer portfolio actions and other business development opportunities- Represent the business and speak at appropriate customer forums

- Identify and lead potential strategic investment banking trends and opportunities- Drive sustainable growth and acquisition of market shares through relationship building and strategic partnerships with existing and new customers- Prepare well-informed investment recommendations and new product developments based on thorough research and analysis of the market trends and growth- Organise regular investment reports and reviews, including quantitative and qualitative portfolio studies- Continuously review investment policies, guidelines, asset allocation, risk management, compliance monitoring and etc