Personal Banker Wealth

Job Description - Personal Financial Consultant (Central Region P6) Personal Financial Consultant (Central Region P6 ) To provide "one-stop" banking solutions to our customers. To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services. To proactively manage and build long term customer relationship. ...

Key Responsibilities: The role of the Head,Family Office Distribution & Wealth Advisory is: – To drive and achieve sales, revenue and AUM (Asset under Management) targets for Family Office. To plan and implement Family Office Sales and Distribution strategies for Nationwide sales team. To lead and motivate a team of Relationship Bankers to provide...

About the Job Key Responsibilities: The role of the Head, of Family Office Distribution & Wealth Advisory is: – To drive and achieve sales, revenue, and AUM (Asset under Management) targets for Family Office. To plan and implement Family Office Sales and Distribution strategies for the Nationwide sales team. To lead and motivate a team of Relationship...

About the Job Key Responsibilities: The role of the Head, of Family Office Distribution & Wealth Advisory is: – To drive and achieve sales, revenue, and AUM (Asset under Management) targets for Family Office. To plan and implement Family Office Sales and Distribution strategies for the Nationwide sales team. To lead and motivate a team of Relationship...

Key Responsibilities: The role of the Head,Family Office Distribution & Wealth Advisory is: – To drive and achieve sales, revenue and AUM (Asset under Management) targets for Family Office. To plan and implement Family Office Sales and Distribution strategies for Nationwide sales team. To lead and motivate a team of Relationship Bankers to provide...

Job Description - Personal Financial Consultant (Central Region) (210001P6) Personal Financial Consultant (Central Region) - ( 210001P6 ) To provide “one-stop” banking solutions to our customers. To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services. To proactively manage and build long term...

Learn, train and then practise financial and wealth advise to both personal and corporate clients. Analyse client financial needs and offer personalise strategies and solutions base on the Bank Negara Malaysia certified analysis tool. Attend client in timely, efficient, and accurate manner On going learning on new financial and wealth related skills and...

**Responsibilities**: - To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers. - To provide professional advice and on appropriate financial products based on customer needs. - To ensure customer satisfaction and provide excellent after sales service. - To plan and...

**Responsibilities**: - To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers. - To provide professional advice and on appropriate financial products based on customer needs. - To ensure customer satisfaction and provide excellent after sales service. - To plan and...

If you are looking to excel and make a difference, take a closer look at us…Job Responsibilities: Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets. To actively cross selling Banking/Financial products. Assess/evaluate and propose credit...

If you are looking to excel and make a difference, take a closer look at usJob Responsibilities: Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets. To actively cross selling Banking/Financial products. Assess/evaluate and propose credit...

JOB TITTLE**PERSONAL FINANCIAL CONSULTANT (PFC)** - Grade- Location- Branch- Reports To- Branch Manager- Other Reporting Relationship- Segment Manager- Job Purpose- Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves identifying...

JOB TITTLE- PERSONAL FINANCIAL CONSULTANT (PFC)- Grade- U8.S- Location- Branch- Reports To- Branch Manager- Other Reporting Relationship- Segment Manager- Job Purpose- Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves...

Key Products- Retail Loan - ASB Financing - Personal Financing - Wealth Management - Credit Card - Bancassurance **KEY RESPONSIBILITIES** - Sales Planing- To actively identify and pursue sales opportunity by: - Generating new leads through asking for referrals, networking with lawyers, real estate agents, data mining existing depositors for additional...

Location- Branch- Reports To- Branch Manager- Other Reporting Relationship- Segment Manager- Subordinates- Job Purpose- Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves identifying and recommending CIMB products to meet...

JOB DESCRIPTION JOB TITTLE PERSONAL FINANCIAL CONSULTANT (PFC) Grade U8.S Location  Branch Reports To Branch Manager Other Reporting Relationship Segment Manager Job Purpose Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which...

JOB DESCRIPTION JOB TITTLE PERSONAL FINANCIAL CONSULTANT (PFC) Grade Location Branch Reports To Branch Manager Other Reporting Relationship Segment Manager Subordinates Job Purpose Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process,...

JOB DESCRIPTION JOB TITTLE PERSONAL FINANCIAL CONSULTANT (PFC) Grade U8.S Location Branch Reports To Branch Manager Other Reporting Relationship Segment Manager Job Purpose Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which...

JOB DESCRIPTIONJOB TITLE: PERSONAL FINANCIAL CONSULTANT (PFC)GradeLocation: BranchReports To: Branch ManagerOther Reporting Relationship: Segment ManagerSubordinatesJob Purpose: Actively engage in promoting and selling core consumer products primarily to walk-in customers. The Personal Financial Consultant follows a consultative approach to recommend...

Assist in planning and strategizing business modelTo achieve company goal and grow together with companyLead and involve in marketing and sales activitiesEnsure compliance with authorities' parties Able to read, write and speak in MandarinEncourage fresh graduate or no experience to applyPossess Diploma in business marketing/admin are preferred, finance and...