Tl, Personal Banker Wealth

1 week 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 effectively and efficiently manage the PBW resources to achieve their revenue target and SOP
  • To work closely with the Branch Manager to ensure that the Branch is able to achieve their respective revenue target
  • To motivate the PBWs to continuously building high performance culture by increasing sales productivity
  • To handle buddy branches allocation to ensure resources optimization
  • To build and develop PBW staff competencies and sales and service qualities
  • To be in charge of recruitment and maintain low staff attrition
  • To provide coaching and motivation to PBWs to optimize financial contribution to PBWs
  • To ensure sales quality is in place
  • To be in charge of PBWs onboarding matters
  • To lead cross collaboration with different business units namely SME Banking, Auto, Cards, etc to further penetration the wealth business
  • To do joint sales call with PBWs to ensure each PBWs are able to meet their productivity
  • To ensure PBW act on the leads & hit their monthly & yearly sales target
  • Conduct briefing and engagement to PBW and participate in branch/region/Bank sales activities and campaigns

Key Responsibilities:

Sales Planning & Activities

  • Promote, introduce and market a range of Unit Trust / ASN / PRS & Tokio Marine's lifeinsurance products & RHB General Insurance products to Bank's customer
  • Plan and strategize sales activities and participate in roadshows/ campaigns organized by Bank/Region
Sales Management

  • Maintain regular contact with existing customers to foster closer relationship and for referrals
  • Develop clientele networking list and records of existing Bank's customer and NTB customers for acquisition and increase customer PHR
  • Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
  • Comply with CPD hours
  • Compliance to Bank's policy, procedures and observe sales code of ethics
Staff Management

  • Provide guidance and motivate PBW on prospecting to sales techniques and to coach them for peak performance
  • Periodic briefing and update on promotions, campaigns and products to PBW
  • Tracking of Daily Activities Report
  • Ensure no zero branches performance by product
  • Requirements

Requirements:

Bachelor Degree - Any related field(s).

  • Unit Trust and Life & General Insurance Licensed
  • Minimum 35 years sales experience preferably in wealth and banca products with FIs
  • Pleasant personality with excellent verbal and written communication skills
  • Possess relevant licenses required for the portfolio
  • Sales and results oriented
  • Good interpersonal and relationship building skill
  • 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
  • Snr Wealth Banker

    1 week ago


    Kuching, Sarawak, Malaysia RHB Banking Group Full time

    Working Hour Regular Hours Monday Friday Business Area Community Banking Location Malaysia Sarawak DescriptionPrimary 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...


  • Kuching, Sarawak, Malaysia RHB Bank Berhad Full time

    POSITION:TEAM LEAD PERSONAL BANKERLOCATION:SARAWAKJOB DESCRIPTION To effectively and efficiently manage the PBW resources to achieve their revenue target and SOP To work closely with the Branch Manager to ensure that the Branch is able to achieve their respective revenue target To motivate the PBWs to continuously building high performance culture by...


  • Kuching, Sarawak, Malaysia TWY Search International Sdn Bhd Full time

    Benefits: This position come with basic salary + fixed allowance + commission. Potential gross earning up to RM 5,000 or even higher. Renewable contract position available or even can convert to permanent. Opportunity work and employment under bank.Job Summary: Incumbent required to work at bank and promoting bank product to customers.Responsibilities:...

  • Personal Banker Gen

    1 week ago


    Kuching, Sarawak, Malaysia RHB Banking Group Full time

    Working Hour Regular Hours Monday Friday Business Area Corporate Banking Location Malaysia Sarawak DescriptionPrimary 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 retail products to existing and potential customers. Acquire...

  • Latihan Industri

    1 week ago


    Kuching, Sarawak, Malaysia LTH Group Asia Company Full time

    INTERNSHIP AT LTH GROUP ASIA- Job Description._ Responsibilities:_Build strong client relationship to retain and grow the wealth of the clientsReceive valuable market insight and feedback Requirements:_Degree student.Must be creative and have a take-charge personalityAble to work under pressure in a fast-moving environmentGood communication skill, analytical...

  • Latihan Industri

    1 week ago


    Kuching, Sarawak, Malaysia LTH Group Asia Company Full time

    INTERNSHIP AT LTH GROUP ASIA- Job Description._ Responsibilities:_Build strong client relationship to retain and grow the wealth of the clientsReceive valuable market insight and feedback Requirements:_Diploma or Degree student.Must be creative and have a take-charge personalityAble to work under pressure in a fast-moving environmentGood communication skill,...

  • Admin

    1 week ago


    Kuching, Sarawak, Malaysia LTH Group Asia Company Full time

    ADMIN ASSISTANT AT LTH GROUP)Responsibilities:Build strong client relationship to retain and grow the wealth of the clientsReceive valuable market insight and feedbackRequirements:Must be creative and have a take-charge personalityAble to work under pressure in a fast-moving environmentGood communication skill, analytical and problem-solving skillsFluent in...

  • Team Manager

    1 week ago


    Kuching, Sarawak, Malaysia Prudential Assurance Malaysia Berhad Full time

    Prudential Assurance Malaysia Berhad is a leading and innovative insurer, serving the savings, protection and investment needs of Malaysians by offering a full range of financial solutions through its branches, agency force and bancassurance distribution partners network nationwide.Its purpose is to help people get the most out of life by making healthcare...

  • Personal Banker

    3 weeks ago


    Kuching, Malaysia RHB Bank Berhad Full time

    #Jobopportunity for you! **Position: Personal Banker Bancaassurance & Wealth** Location as below: **1. Yung Kong branch** **✔ possess at least 1 or 2 years of sales experience in a financial institution or other industry.** **✔ Fresh graduates are welcome to apply.** If you are a sales enthusiast and eager to earn more money, let's grow with RHB...

  • Personal Banker

    2 weeks ago


    Kuching, Malaysia OCBC Bank Full time

    **Personal Banker / Personal Financial Consultant (Kuching)** **-** **(**240000SP**)** **CONSUMER FINANCIAL SERVICES (CFS)** The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent...


  • Kuching, Malaysia TWY Search International Sdn Bhd Full time

    **Benefits**: - This position come with basic salary + fixed allowance + commission. - Potential gross earning up to RM 5,000 or even higher. - Renewable contract position available or even can convert to permanent. - Opportunity work and employment under bank. **Job Summary**: - Incumbent required to work at bank and promoting bank product to...


  • Kuching, Malaysia Aisling Group Full time

    **Position**: Wealth Management Advisor **Location**: Kuching, Sarawak **Job Summary**: **Key Responsibilities**: - Responsible for sales and services of Bank or Insurance products, primarily Wealth Management products. - Aim to increase the Bank’s fee base income. - Provide financial advisory and consultations to potential customers. - Recommend...


  • Kuching, Malaysia TWY Search International Sdn Bhd Full time

    **We are hiring Personal Banker (Sales) for one of the bank located at Kuching, Sarawak Branch.** **What you can look forward to**: - Basic income scheme + allowances + commission + Incentives - Annual leave, medical and insurance coverage - Professional training and guided advisory - Career progression within the bank **You will play the important role...

  • Personal Assistant

    2 weeks ago


    Kuching, Malaysia LTH Group Asia Company Full time

    PERSONAL ASSISTANT AT LTH GROUP) **Responsibilities**: 1.Build strong client relationship to retain and grow the wealth of the clients 2.Receive valuable market insight and feedback **Requirements**: 2.Must be creative and have a take-charge personality 3.Able to work under pressure in a fast-moving environment 4.Good communication skill, analytical and...


  • Kuching, Malaysia United Overseas Bank (Malaysia) Bhd Full time

    **About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...


  • Kuching, Malaysia United Overseas Bank (Malaysia) Bhd Full time

    **About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...


  • Kuching, Malaysia AIA Full time

    At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. - It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030._ - And as part of our...

  • Insurance Advisor

    3 weeks ago


    Kuching, Malaysia Agensi Pekerjaan HCR Malaysia Sdn. Bhd. Full time

    To represent and drive Bancassurance business for Affluent & High Networth segments through Relationship Manager and Insurance Advisor collaboration - Conduct joint sales appointment with Maybank sales people and make appropriate wealth management recommendations through insurance that meet customers’ needs at different life stages - To provide an end to...

  • Latihan Industri

    1 week ago


    Kuching, Malaysia LTH Group Asia Company Full time

    **INTERNSHIP AT LTH GROUP ASIA** - **Job Description.**_ - Responsibilities:_ 1. Build strong client relationship to retain and grow the wealth of the clients 2. Receive valuable market insight and feedback - Requirements:_ 1. Degree student. 2. Must be creative and have a take-charge personality 3. Able to work under pressure in a fast-moving...

  • Latihan Industri

    3 weeks ago


    Kuching, Malaysia LTH Group Asia Company Full time

    **INTERNSHIP AT LTH GROUP ASIA** - **Job Description.**_ - Responsibilities:_ 1. Build strong client relationship to retain and grow the wealth of the clients 2. Receive valuable market insight and feedback - Requirements:_ 1. Diploma or Degree student. 2. Must be creative and have a take-charge personality 3. Able to work under pressure in a fast-moving...


  • Kuching, Malaysia LTH Group Asia Company Full time

    JOB DESCRIPTION: (GRADUATE EXECUTIVE TRAINEE AT LTH GROUP) **Responsibilities**: 1.Build strong client relationship to retain and grow the wealth of the clients 2.Receive valuable market insight and feedback **Requirements**: 2.Must be creative and have a take-charge personality 3.Able to work under pressure in a fast-moving environment 4.Good communication...

  • Management Trainee

    2 months ago


    Kuching, Malaysia LTH Group Asia Company Full time

    JOB DESCRIPTION: (MANAGEMENT TRAINEE AT LTH GROUP) **Responsibilities**: 1.Build strong client relationship to retain and grow the wealth of the clients 2.Receive valuable market insight and feedback **Requirements**: 2.Must be creative and have a take-charge personality 3.Able to work under pressure in a fast-moving environment 4.Good communication skill,...

  • Admin

    2 weeks ago


    Kuching, Malaysia LTH Group Asia Company Full time

    ADMIN ASSISTANT AT LTH GROUP) **Responsibilities**: 1.Build strong client relationship to retain and grow the wealth of the clients 2.Receive valuable market insight and feedback **Requirements**: 2.Must be creative and have a take-charge personality 3.Able to work under pressure in a fast-moving environment 4.Good communication skill, analytical and...


  • Kuching, Malaysia TWY Search International (M) Sdn Bhd Full time

    **What you can look forward to**: - **Basic income scheme + HIGH commission + Incentives trip**: - **Monday to Friday, normal working hours**: - **Professional training and guided advisory**: - **Career progression within the bank**: - **No experience needed** **You will play the important role of**: - Understanding customer needs and providing...


  • Kuching, Malaysia Standard Chartered Full time

    **Job***: Retail Banking **Primary Location***: Asia-Malaysia-Kuching **Schedule***: Full-time **Employee Status***: Permanent **Posting Date***: 31/Jul/2023, 2:32:49 AM **Unposting Date***: Ongoing **The Role Responsibilities** **Job Role** Manage the PB Client portfolio to maximize new business opportunities and deepen existing relationships, while...

  • Team Manager

    1 week ago


    Kuching, Malaysia Prudential Assurance Malaysia Berhad Full time

    Prudential Assurance Malaysia Berhad is a leading and innovative insurer, serving the savings, protection and investment needs of Malaysians by offering a full range of financial solutions through its branches, agency force and bancassurance distribution partners network nationwide. Its purpose is to help people get the most out of life by making healthcare...


  • Kuching, Malaysia Standard Chartered Full time

    **Job**: Retail Banking **Primary Location**: Asia-Malaysia-Kuching **Schedule**: Full-time **Employee Status**: Permanent **Posting Date**: 28/Feb/2024, 3:40:01 AM **Unposting Date**: Ongoing **The Role Responsibilities** Acquire and deepen relationships with NTB/NTS PB Client to identify business opportunities related to own core business products...