TL Personal Banker Wealth

Location: Multiple Locations
Job ID: BHR2

Specialization: BANKING OR FINANCIAL SERVICES

Job description:

JOB DESCRIPTION 

  • To effectively and efficiently manage the PBW resources to achieve their revenue target and SOP 
  • To work closely with the Branch Manager to ensure that the Branch is able to achieve their respective revenue target 
  • To motivate the PBWs to continuously building high performance culture by increasing sales productivity
  • To handle buddy branches allocation to ensure resources optimization
  • To build and develop PBW staff competencies and sales and service qualities 
  • To be in charge of recruitment and maintain low staff attrition 
  • To provide coaching and motivation to PBWs to optimize financial contribution to PBWs 
  • To ensure sales quality is in place 
  • To be in charge of PBWs on boarding matters 
  • To lead cross collaboration with different business units namely SME Banking, Auto, Cards, etc to further penetration the wealth business 
  • To do joint sales call with PBWs to ensure each PBWs are able to meet their productivity 
  • To ensure PBW act on the leads & hit their monthly & yearly sales target 
  • Conduct briefing and engagement to PBW and participate in branch/region/Bank sales activities and campaigns

SALES PLANNING & ACTIVITIES 

  • Promote, introduce and market a range of Unit Trust / ASN / PRS & Tokio Marine’s life-insurance products & RHB General Insurance products to Bank’s customer 
  • Plan and strategize sales activities and participate in roadshows/ campaigns organized by Bank/Region 

SALES MANAGEMENT 

  • Maintain regular contact with existing customers to foster closer relationship and for referrals  Develop clientele networking list and records of existing Bank’s customer and NTB customers for acquisition and increase customer PHR 
  • Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns 
  • Comply with CPD hours 
  • Compliance to Bank’s policy, procedures and observe sales code of ethics

REQUIREMENTS 

  • Diploma/ Advanced Diploma/Degree holder with minimum 5 years sales experience preferably in Wealth and Bancassurance products with Financial Institutions 
  • Must possess PRS, PCE, CEILI & FIMM licence 
  • Pleasant personality with excellent verbal and written communication skills 
  • Have relevant licenses required for the portfolio  Sales and results oriented 
  • Good interpersonal and relationship building skill


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