Personal Banker Wealth

5 months ago

Perak, Malaysia RHB Banking Group Full time

Working Hour
- Regular Hours
- Monday - Friday- Business Area
- Community Banking- Location
- Malaysia - Perak- 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 pro-actively 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 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 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 S4
- Requirements

**Requirements**:
Bachelor Degree -.
- Professional Banking Certification
- Minimum 3 - 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 - Fridays, Casual Business Wear, Performance Based Rewards

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