Personal Banker - Branch Personal Financial Services

Hong Leong Bank Berhad; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading banking institution in Singapore is seeking a Personal Banker to manage client portfolios and develop relationships. The ideal candidate will have a Bachelor's degree in Banking and Finance, with at least 4 years of experience in personal banking. Responsibilities include prospecting new clients, achieving financial targets, and ensuring compliance with bank regulations. Effective communication, especially in Mandarin, is a key requirement for this role.

Qualifications

• Minimum 4 years of experience as a branch personal banker.
• BCP and PGI certification required.
• Ability to engage Mandarin speaking customers is essential.

Responsibilities

• Prospect and onboard new individual/non-individual clients.
• Manage existing clients and achieve financial targets.
• Collaborate with stakeholders to offer banking solutions.
• Ensure compliance with bank policies and regulations.
• Oversee end-to-end account opening and documentation.

Skills

Client prospecting

Relationship management

Effective communication

Analytical skills

Education

Bachelor's degree in Banking and Finance

Tools

MS Office

Job description

If you are looking to excel and make a difference, take a closer look at us…

Summary

• Prospect, acquire and manage clients’ portfolio and deepen relationships through relevant value propositions / solutions designed to meet their financial needs.
• Support initiatives to drive growth in deposits, insurance, card and payments while ensuring compliance to the Bank’s policies and processes, and regulatory requirements.

Key Responsibilities

• Actively prospect and onboard new individual / non-individual clients through cold calling and referrals.
• Manage existing clients and grow / deepen relationships with the Bank.
• Achieve agreed financial targets through cross-selling, telemarketing and promotional activities.
• Collaborate closely with internal and external stakeholders to deliver a total banking proposition and / or relevant solution(s) to meet clients' financial needs.
• Ensure activities are carried out in full compliance including complying with the department’s standard operating procedures, the Bank’s policies, processes and regulatory requirements.
• Handle the end-to-end account opening / onboarding documentation, conduct and / or review the required KYCs in a timely manner, and perform necessary administrative work.

Requirements

• Bachelor's degree, preferably in Banking and Finance.
• Minimum 4 years of experience as a branch personal banker with BCP and PGI certification.
• Highly driven and motivated to understand clients’ financial needs and to offer solutions to meet their needs
• Effective interpersonal and communication skills including the ability to engage Mandarin speaking customers.
• Self-driven and able to work independently and within a team
• Good analytical skills and efficient in MS Office