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Team Lead Personal Banker Wealth (TO-02203)

Found in: Neuvoo


Position is based in Ipoh Garden.

Our client is one of the largest, fully-integrated financial services group in Malaysia.


Attractive Benefits Include:

Fixed Basic Hospitalization Coverage Insurance Coverage Friendly and well-organized environment to work in

Successful candidates can expect a rewarding career with a fun and friendly environment to work in.

Salary will commensurate with candidate's experience and track records of achievements.

Interested candidates, kindly REGISTER your Job Seeker Profile with CareerMaster& APPLY NOW!

Shortlisted candidates will be notified.


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 on boarding 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. ​


Promote, introduce and market a range of Unit Trust / ASN / PRS & Tokio Marine’s life-insurance products & RHB General Insurance products to Bank’s customer. Plan and strategize sales activities and participate in roadshows/ campaigns organized by Bank/ Region.


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. 


Diploma/ Advanced Diploma/Degree holder with minimum 5 years sales experience preferably in Wealth and Bancassurance products with Financial Institutions. Must possess PRS, PCE, CEILI & FIMM licence.  Pleasant personality with excellent verbal and written communication skills. Have relevant licenses required for the portfolio. Sales and results oriented. Good interpersonal and relationship building skill

4 days ago

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