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Kuala Terengganu

    Personal Banker - Terengganu, Malaysia - RHB Bank Berhad

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    Full time Accounting / Finance
    Description
    Position: Personal Banker Wealth / Wealth Management Associate (WMA) - Kerteh, Terengganu (WMA: Fresh graduates encouraged to apply)
    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)
    • Those candidates who possess a driver's license or own transportation will be considered as an added 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
    Hiring branches: Kerteh, Terengganu


  • TWY Search International Sdn Bhd Kuala Terengganu, Malaysia

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