Personal Banker: Fast-Track to Wealth Management

Hong Leong Bank; Kuala Lumpur; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading financial institution is seeking a Personal Banker in Kuala Lumpur. This role involves soliciting customers for various banking products, maintaining compliance with internal policies, and contributing to the growth in wealth management services. Ideal candidates will possess a diploma or degree in a relevant field and demonstrate strong interpersonal and communication skills, along with a sales-driven mindset. Join us to make a significant impact in the banking industry.

Qualifications

• Strong understanding of wealth products such as Unit Trust and Bancassurance.
• Candidates with relevant licenses (PCE, CIELI, FIMM) will have an advantage.
• Must have a record of achievements in sales environments.

Responsibilities

• Solicit customers for various banking products.
• Maintain account accuracy and compliance with internal policies.
• Engage in cold calling and increase lead conversions.
• Cross-sell banking products to enhance customer retention.

Skills

Interpersonal skills

Communication skills

Sales-driven mentality

Customer service

Education

Diploma or Degree in Banking/Finance/Economics/Marketing/Business

Job description

A leading financial institution is seeking a Personal Banker in Kuala Lumpur. This role involves soliciting customers for various banking products, maintaining compliance with internal policies, and contributing to the growth in wealth management services. Ideal candidates will possess a diploma or degree in a relevant field and demonstrate strong interpersonal and communication skills, along with a sales-driven mindset. Join us to make a significant impact in the banking industry.