Personal Banker Wealth
2 weeks ago
Direct message the job poster from RHB Banking Group
Primary Objectives:
- Prepare and pro-actively execute sales plans for prospective customers from Bank's leads (LMS) and self-generated leads
- Actively participate and collaborate with other sales personnel at the 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
- Account opening for CASA for wealth customers
- Maintain regular contact with existing customers to foster closer relationships and for referrals
- Work closely with the Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
- Compliance to Bank's policy, procedures and observe sales code of ethics
Requirements
- At least 1-year experience in wealth investment products ie Unit Trust, Bancassurance & ASNB products
- Possess relevant licenses (PCEIA, CEILI, FIMM)
- Sales and result oriented person with good interpersonal and relationship building skills
Associate
Employment TypeFull-time
Job FunctionFinancial Services, Investment Advice, and Banking
Referrals increase your chances of interviewing at RHB Banking Group by 2x
#J-18808-Ljbffr-
Wealth and Personal Banking Professional
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeUnlock New Opportunities with HSBC Wealth and Personal BankingWe serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families.In our Wealth and Personal Banking team, you will have the opportunity to work together with colleagues to display HSBC Values and...
-
Private Wealth Management Specialist
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full timeWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong, Singapore,...
-
Personal Banker
4 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full timeJob Description - Personal Financial Consultant (GROW Program) (220000ZK)GROW (Graduate Rotations For Optimal Work-experience) ProgramA program with JOB ROTATIONS, making you a HOLISTIC BANKER.Be part of one of the Best Wealth Management Banks.Have fun and be rewarded with monthly, quarterly, and annual bonuses.Job ResponsibilitiesTo provide "one-stop"...
-
HSBC Wealth Manager
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeBecoming Part of a Global Team in HSBC Wealth and Personal BankingWe operate in Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.Our team is dedicated to delivering top-notch service and ensuring that our customers' needs are met effectively.Your Key Responsibilities:Drive business growth...
-
Personal Wealth Manager
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Excel One & Associates Sdn Bhd Full timeWe are seeking a highly skilled Personal Wealth Manager to join our team at Excel One & Associates Sdn Bhd. As a Personal Wealth Manager, you will be responsible for creating personalized financial plans that help clients achieve their goals and protect them against unforeseen events.Key Responsibilities:Create Personalized Plans: Develop customized...
-
Wealth Management Relationship Builder
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeWealth and Retail Banking serves more than 11 million clients in many of the world's fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as...
-
Personal Banker(Wealth Banca)
4 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia TIME's group Full timePersonal Banker (Wealth Banca) - Top Banks - High Basic + Comm 30k - Fresh - P6Identify and source for potential clients for banking productsPossess great understanding in regards to client needs for financing and provide right solution in order to close dealProvide right consultation to client's financial needs and refer other wealth productsAdhere to...
-
Premier Relationship Banker, Bukit Bintang
3 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal Banking...
-
Customer Wealth Advisor
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeThe Premier Relationship Banker role at HSBC presents an exciting opportunity for individuals who thrive in a fast-paced and dynamic environment. As part of our Wealth and Personal Banking team, you will play a critical role in managing and developing Premier customer relationships to drive business growth.Main ResponsibilitiesIdentify and pursue business...
-
Wealth Management Specialist
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full timeJob SummaryThis role involves developing relationships with private bankers and referral sources within assigned territories. You will identify and qualify potential prospects for our planning and life insurance products and present them accordingly.The ideal candidate will have a Bachelor's degree from a reputable university and 5-10 years of relevant...
-
Personal Banker
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Persolkelly Full timeResponsible for providing customers with financial advice, guidance, and support to help them achieve their financial goals. You will work closely with customers to understand their financial situation and develop personalized plans that meet their unique needs.Responsibilities:Provide advisory services and consultation on all banking products and services...
-
Mobile Banker Cards, Klang Valley
3 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeSome careers open more doors than others.If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC Wealth and Personal Banking.In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth...
-
Strategic Wealth Relationship Manager
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeUnlock new opportunities with a career at HSBC, where you can experience the possibilities and take your skills to the next level.Wealth and Personal Banking is our global business combining Retail Banking and Wealth Management, offering products and services that meet the needs of our customers worldwide.We are seeking an ambitious individual to join our...
-
Wealth Management Banking Specialist
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeBecome a key member of HSBC's Wealth and Personal Banking team as a Premier Relationship Banker, where you'll be responsible for delivering exceptional results and making a meaningful contribution to our global business.We're seeking a motivated individual who can help us achieve our business targets, grow and develop relationships with Premier customers,...
-
Wealth Manager/Senior Wealth Manager
3 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia iFAST Full timeiFAST Global Markets ("iGM Malaysia") is the private wealth advisory division of iFAST Corporation Ltd ("iFAST"). Our team consists of highly skilled and experienced private wealth professionals who specialize in managing client's assets, including investments, risk management and asset distribution. Our primary focus is on serving high-net-worth individuals...
-
Life Insurance Sales Professional
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full timeHowden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. We specialise in procuring insurance products for UHNW individuals globally.We have representatives across multiple jurisdictions including Asia Pacific, Europe and the U.S. Our team is dedicated to providing...
-
AVP, Estate Planning Consultant
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full time3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Howden Private WealthAbout UsWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory...
-
AVP, Estate Planning Consultant
4 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full timeAbout UsWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong,...
-
Wealth Relationship Manager
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeAt HSBC, we are seeking a highly skilled and ambitious individual to join our Wealth and Personal Banking team as a Premier Relationship Banker. This exciting opportunity will enable you to work with colleagues to define, manage, and achieve divisional business targets.The role involves managing, acquiring, growing, and deepening Premier customers'...
-
Estate Planning Consultant
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full timeWe are seeking a highly motivated Estate Planning Consultant to join our team at Howden Private Wealth. As a member of our team, you will work closely with Private Bankers and other Referral Sources to develop leads and prospects for our planning and life insurance products.About the Role:You will be responsible for establishing relationships with Private...