Personal Banker
5 months ago
Position:
**Personal Banker Wealth / Wealth Management Associate (WMA) - Kedah (Northern region)**
(WMA: Fresh graduates encouraged to apply)
Hiring branch location:
**Northern Region (Kedah)**
- **Pulau Langkawi / Kuala Kedah**:
- ** Prai**
**JOB DESCRIPTION**
**1. 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
- Account opening for CASA for wealth customers
**2. Sales Management**
- Maintain regular contact with existing customers to foster closer relationships 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
**JOB REQUIREMENT**
**1. Personal Banker Wealth**
- At least 1-year experience in wealth investment products ie Unit Trust, Bancassurance & ASNB products
- Possess relevant licenses (PCEIA, CEILI, FIMM, PRS & TBE)
- Being able to communicate in Mandarin is an additional advantage.
**2. Wealth Management Associate (WMA)**
- Fresh Graduate with up to 2 years experience
- Degree holder with a minimum CGPA of 2.8
- Strong interpersonal and communication skills
- Creative and possess the initiative, drive, and ability to work independently and in a team
- Pleasant personality
- Being able to communicate in Mandarin is an additional advantage.
Hiring branch location:
**Kedah (Northern region)**
- ** Pulau Langkawi / Kuala Kedah**:
- ** Prai
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