- Build and nurture strong relationships with high-net-worth customers, acting as their primary point of contact for all banking needs.- Provide personalized financial advice and recommendations to customers based on their financial goals, risk tolerance, and investment objectives.Handle administrative tasks such as account opening, documentation, account maintenance, and processing customers transactions with accuracy and efficiency.- Offer a comprehensive range of wealth… Show more - Build and nurture strong relationships with high-net-worth customers, acting as their primary point of contact for all banking needs.- Provide personalized financial advice and recommendations to customers based on their financial goals, risk tolerance, and investment objectives.Handle administrative tasks such as account opening, documentation, account maintenance, and processing customers transactions with accuracy and efficiency.- Offer a comprehensive range of wealth management services, including investment management, retirement planning, estate planning, and tax optimization.- Proactively identify and pursue opportunities to acquire new premier banking customers through referrals, networking, and targeted marketing efforts.- Manage and grow a portfolio of premier banking customers, ensuring their financial needs are met and their portfolios are aligned with their investment objectives.- Stay informed about the full range of banking products and services available to premier banking customers, including premium packages, deposit accounts, credit products, investment options, and insurance solutions.- Adhere to all regulatory requirements and internal policies governing premier banking activities, ensuring compliance, and mitigating risks.- Identify opportunities to cross-sell additional banking products and services to premier banking customers, collaborating with internal teams to meet their broader financial needs.- Monitor and track the performance of customer portfolios, adjusting as needed to optimize results.Collaborate effectively with colleagues across the Premier Banking division and other departments within the organization to deliver seamless service and maximize client satisfaction. Show less

- Support to Area Sales Manager and Branch Managers to achieve the targets and objectives ofbranches included in the Business Center. (Yangon Region & Ayeyarwady Region)- Resolve customer complaints quickly and effectively.- Drive interest income and other fees for the bank by building and managing relationship corporateclients, SME clients, individual and identify cross and up selling opportunities.- Prospect potential clients, acquire the new accounts; identify clients’… Show more - Support to Area Sales Manager and Branch Managers to achieve the targets and objectives ofbranches included in the Business Center. (Yangon Region & Ayeyarwady Region)- Resolve customer complaints quickly and effectively.- Drive interest income and other fees for the bank by building and managing relationship corporateclients, SME clients, individual and identify cross and up selling opportunities.- Prospect potential clients, acquire the new accounts; identify clients’ needs, financial requirementsturn prospects into successful deals.- Promote high-quality sales, supply and customer service processes.- Draw up account development plan; database client master list and update client informationregularly; manage own pipeline and supervise pipeline for team members.- Provide market insights, new product ideas and competitor information to the Management for newproduct development and process improvement.- Work closely with the Branch Managers and various functions of the bank such as branches, retailbanking, trade, credit teams to uncover and fulfilling the needs of the customers. Show less

- Researching the backgrounds of potential clients to determine the best approach for developing anew relationship or deepening an existing one.- Initiating contact with potential clients to introduce their company and generate interest in theirproducts or services.- Preparing reports on project status and client interaction details, such as meetings held, calls made,and emails sent.- Meeting with clients to discuss their needs and recommend solutions based on their… Show more - Researching the backgrounds of potential clients to determine the best approach for developing anew relationship or deepening an existing one.- Initiating contact with potential clients to introduce their company and generate interest in theirproducts or services.- Preparing reports on project status and client interaction details, such as meetings held, calls made,and emails sent.- Meeting with clients to discuss their needs and recommend solutions based on their company’sproducts or services.- Providing clients with information about new products or services that may be of interest to them.- Collaborate with branch managers to open new branches, explain the services offered by the bankto potential customers in the respective area, and try to get new customers and new deposits. Show less

- Help Bank Staff to generate life insurance leads while conducting banking transactions.- Responsible for closure of sales leads.- Supports Branch Manager to drive life insurance business.- Share knowledge about life insurance products to bank staff.- Provide data on various parameter of sales of life insurance to Branch Manager.- Closely work with bank sales & service team to answer any customer - related queries, and servicethe claims.- Establish and maintain… Show more - Help Bank Staff to generate life insurance leads while conducting banking transactions.- Responsible for closure of sales leads.- Supports Branch Manager to drive life insurance business.- Share knowledge about life insurance products to bank staff.- Provide data on various parameter of sales of life insurance to Branch Manager.- Closely work with bank sales & service team to answer any customer - related queries, and servicethe claims.- Establish and maintain positive relationships with prospects and existing clients.- Involve actively in all joint promotional activities by the bank and the insurance company.- Answered customer questions and responded quickly to problems and complaints in person, onphone and by email.- Answered customer questions, shared product knowledge and researched pricing and availability. Show less