Snr Wealth Banker

2 weeks ago

Kuching, Sarawak, Malaysia RHB Banking Group Full time
Working Hour

  • Regular Hours


 Monday
  • Friday
  • Business Area


 Community Banking
  • Location


 Malaysia
  • Sarawak
  • Description

Primary Objective:

  • To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
  • To promote and professionally sell a range of wealth and banca products to existing and potential customers
  • To maintain regular contacts with customers to develop relationship and deepen share of customers' wallet
  • To drive NTB/NTW wealth customer acquisition and customer experience to broaden the wealth customer base
  • Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
  • Prepare and proactively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
  • To manage and service premier portfolio /G0

Key Responsibilities:

Sales Planning & Activities

  • Prepare and proactively execute sales plans for prospective customers from Bank's leads (LMS) and selfgenerated leads
  • Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention
  • Plan and identify cross selling/up selling to increase customers' PHR and revenue
  • Set appointments, sales visitations, prospecting and engagement with customers
Sales Management

  • Maintain regular contact with existing customers to foster closer relationship and for referrals
  • Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
  • Compliance to Bank's policy, procedures and observe sales code of ethics
Staff Management

  • Coaching other Personal Wealth Bankers for peak performance
  • As a mentor to provide guidance and consultation to other Personal Wealth Bankers

Note :
Senior Wealth Banker is with Premier Portfolio/G0 and ranking as S- Requirements

Requirements:

Bachelor Degree -.

  • Professional Banking Certification
  • Minimum 4 years sales experience preferably in wealth and banca products with FIs
  • Pleasant personality with excellent verbal and written communication skills and have experience in guiding juniors
  • Have relevant licenses required for the portfolio
  • Sales and results oriented
  • Good interpersonal and relationship building skill
  • Possess with CUTE & Banca License
  • To enroll for IPPC exam
  • Benefits
Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays
  • Friday
s, Casual Business Wear, Performance Based Rewards

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