Job Description

Description

Primary Objective:

\xc2\xb7To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets

\xc2\xb7To promote and professionally sell a range of wealth and banca products to existing and potential customers

\xc2\xb7To maintain regular contacts with customers to develop relationship and deepen share of customers\xe2\x80\x99 wallet

\xc2\xb7To drive NTB/NTW wealth customer acquisition and customer experience to broaden the wealth customer base

\xc2\xb7Participate in branch/region/Bank sales activities and campaigns to achieve deliverables

\xc2\xb7Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals

\xc2\xb7To manage and service premier portfolio /G0
Key Responsibilities:

Sales Planning & Activities

• Prepare and pro-actively execute sales plans for prospective customers from Bank\xe2\x80\x99s 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\xe2\x80\x99 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\xe2\x80\x99s 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

Bachelor Degree - .

- Professional Banking Certification

\xc2\xb7Minimum 3 - 4 years sales experience preferably in wealth and banca products with FIs

\xc2\xb7Pleasant personality with excellent verbal and written communication skills and have experience in guiding juniors

\xc2\xb7Have relevant licenses required for the portfolio

\xc2\xb7Sales and results oriented

\xc2\xb7Good interpersonal and relationship building skill

\xc2\xb7Possess with CUTE & Banca License

\xc2\xb7To 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

RHB Bank