Provide a high level of professionalism in conducting consultations and profiling with Wealth Banking customers.Provide financial advisory, promote and cross-sell (via portfolio allocation) comprehensive range of bank’s financial products that includes bancassurance, unit trust, foreign retail bond, structured investment and dual currency investment.Maintaining up to date knowledge of products and latest market outlook.Ensure customer loyalty and promote brand identity by providing excellent customer service through regular contact with customers, keeping abreast of latest products promotion updates and conducting reviews on portfolio.Ensure compliance to all operating & regulatory guidelines, sales practice, etcAchievement ( Classic Elite Award (Bancaassurance) 2017, 2018Premier Elite Award (Bancaassurance) 2019RM 1 million APE per calendar year (2017 – 2022) ( 50,000 monthly revenue.

Provide a high level of professionalism in conducting consultations and profiling with Preferred Banking customers.Provide financial advisory, promote and cross-sell comprehensive range of bank’s financial products that includes bancassurance, unit trust (including ASNB), foreign retail bond, FRNID, gold investment, structured investment and dual currency investment.Maintaining up to date knowledge of products and latest market outlook.Ensure compliance to all operating & regulatory guidelines, sales practice, etc

Promote and cross-sell comprehensive range of financial products that includes Bancassurance, NID(Klibor), unit trust and structured investment.Providing an excellent quality service to meet customer’s utmost satisfaction.Ensure compliance to all operating & regulatory guidelines, sales practice, etc.Attend all trainings provided by the bank and adequately knowledge-able of the key features, benefits & risk of OCBC products.Achievement ( New Horizons Award – Zero defects.Bali, Indonesia incentive trip (Bancasurrance). ( 23,500 monthly revenue.