Personal Banker Wealth

Personal Banker Wealth

RHB Banking Group
2-5 years
Not Specified

Job Description


Job Scope :
  • To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
  • To promote andprofessionally sell a range of Wealth and Banca productsto existing and potential customers.To maintain regular contacts with customers to develop relationship for higher share of customers wallet.
  • Participate in branch/region/Bank sales activities and campaigns to achieve deliverables.
  • Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals.

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 customers acquisition and retention.
  • Plan and identity cross selling/up selling to increase customer's PHR and revenue.
  • Set appointments, sales visitations, prospecting and engagement with customers.
  • Account opening for CASA for wealth customers.

Sales Management:
  • Maintain regular contact with existing customers to foster closer relationship and for referrals.
  • Work closely with Branch Manager and Reginal Sales Heads on sales activities, promotion and campaigns.
  • Compliance to Bank policy, procedures and observe sales code of ethics.


  • Candidate must possess at least Bachelor's Degree, Post Graduate Diploma, Professional Degree, Master Degree, any field.
  • At least 2 year(s) of working experience in the related field is required for this position.
  • Preferably Senior Executives specializing in Sales-Financial Services (Insurance, Unit Trust, etc.) or equivalent.
  • Possess relevant licenses required for the portfolio(PCE, CEILLI & CUTE (FIMM) license is a MUST)
  • Good interpersonal and relationship building skills.
  • Sales and result oriented.


Insurance , Medical, Allowance

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