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Personal Banker (Northern & Southern region)
Job summary
A leading financial institution in Malaysia is seeking a Personal Banker to drive sales through referrals and cold calls while offering Wealth Management Products. The ideal candidate will possess a tertiary education in finance or business, with strong sales skills and customer relationship management capabilities. Fresh graduates are encouraged to apply. This role requires proactive interaction with clients to establish loyalty and enhance service delivery.
Qualifications
- Tertiary education preferably in a relevant field.
- Candidates must possess SPM with at least 3 credits.
- Experience in Banking, Insurance or Sales is preferred.
Responsibilities
- Solicit leads via referrals and cold calls.
- Cross-sell Wealth Management Products.
- Provide excellent customer service.
Skills
Education
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
To actively cross sell Wealth Management Products.
Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
Provide excellent customer service and uphold professionalism to reflect the Bank's image.
Seek continuous improvement in the following areas to enhance job skills and competencies: Product knowledge / Selling skills / Market intelligence / Competitor’s check.
Comply with statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance.
Participate in strong teamwork and working relationships with colleagues at all times.
Tertiary Education preferably in the field of Banking, Finance or Business Studies.
Candidates must possess a SPM with at least 3 credits (For enrolment in the mandatory licensing), if SPM is the highest education qualification.
Preferred skill(s): PCE (General), PCE (Life), PCE (Unit Linked), CEILLI, FIMM & TBE.
Candidates with experience in Banking, Insurance or Sales related fields are preferred.
Fresh Graduates are welcome to apply.
Southern: Melaka, Negeri Sembilan, Johor
Once you’ve applied online, our team will carefully review your application. Due to a high volume of applications, we appreciate your patience to allow for a fair and timely review process.
Should you be shortlisted for the role, we will send you an invitation via email for an interview. You can also check on your application status by logging into your candidate account.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.