Personal Banker - Personal Financial Services (Sarawak)

Hong Leong Bank; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading bank in Malaysia is seeking a Personal Banker to join its Personal Financial Services team. The role involves soliciting customers for deposits and investment products while ensuring compliance with internal policies. Ideal candidates will have a diploma or degree in relevant fields and possess sales skills. A passion for success and expertise in wealth management products is essential, along with excellent communication abilities. The bank promotes a collaborative culture to foster career growth.

Qualifications

• Passion for success and keen to work in a sales-driven environment.
• Good track record and knowledge of wealth products like Unit Trust and Bancassurance.
• Exhibit high professionalism and competency when interacting with customers.

Responsibilities

• Solicit customers for Deposits, Insurance, and Investment Products.
• Source and develop new customer leads through existing customer referrals.
• Comply with bank’s relevant internal policies and procedures.

Skills

Customer service

Account management

Sales skills

Interpersonal communication

Education

Diploma or Degree in Banking / Accounting & Finance / Economics / Marketing / Business Studies

Job description

Personal Banker - Personal Financial Services (Sarawak)

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.

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.

Other factors for consideration during interview process include examples of

Driving for results;

Consistency in performance;

Seeking win-win relationships;

Demonstrating courage and humility;

Taking ownership and make things happen.

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