Executive Personal Financial Services (personal Banker)

Malaysia, Malaysia

Job Description


If you are looking to excel and make a difference, take a closer look at us What\'s initfor you: Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking Opportunity to fast track your career in Wealth Management. Your Roles & Responsibilities: Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate Source and develop new customer leads through existing customer\'s referrals Handling Account Opening process including Debit Card issuance of acquired customers Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system Facilitate HL Connect for new account opened to increase penetration rate HL Connect Cross selling other banking products as and when opportunity arises to increase customers\' stickiness with HLB Exhibit high professionalism and competency when interacting with customers Comply with bank\'s relevant internal policies, SOPs, sales compliance and statutory requirement in relation FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance To maintain and uphold service standards set by the Bank at all times. Who are we looking out for: Candidate must possess at least a Diploma or Degree in any field i.e. Banking / Accounting & Finance / Economics / Marketing / Business Studies Possessing the follow licenses will be an advantage:PCE (Life) PCE (General) CIELI FIMM/FMUTM IPPC Passion for success and keen to work in a sales-driven environment Good track record and knowledge of wealth products i.e. Unit Trust, Bancassurance, Structured Products, Dual Currency Investments Good inter-personal and communication skills. Driving for results Consistency in performance Seeking win-win relationships Demonstrating courage and humility Taking ownership and make things happen.

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Job Detail

  • Job Id
    JD988334
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Malaysia, Malaysia
  • Education
    Not mentioned