Snr Wealth Banker

Selangor, Malaysia

Job Description


Description Primary Objective: .To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets.To promote and professionally sell a range of wealth and banca products to existing and potential customers.To maintain regular contacts with customers to develop relationship and deepen share of customers\' wallet.To drive NTB/NTW wealth customer acquisition and customer experience to broaden the wealth customer base.Participate in branch/region/Bank sales activities and campaigns to achieve deliverables.Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals.To manage and service premier portfolio /G0 Key Responsibilities: 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 SalesManagement.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\'s policy, procedures and observe sales code of ethics . StaffManagement.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 Requirements: Bachelor Degree - . - Professional Banking Certification .Minimum 3 - 4 years sales experience preferably in wealth and banca products with FIs.Pleasant personality with excellent verbal and written communication skills and have experience in guiding juniors.Have relevant licenses required for the portfolio.Sales and results oriented.Good interpersonal and relationship building skill.Possess with CUTE & Banca License.To 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

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Job Detail

  • Job Id
    JD946883
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Selangor, Malaysia
  • Education
    Not mentioned