Working Hour
Regular Hours
Monday - Friday
Business Area
Community Banking
Malaysia - Selangor
Working Hour
Regular Hours
Monday - Friday
Malaysia - Selangor
Business Area
Community Banking

Primary Objective:
·To achieve sales/revenue target assigned by the Bank and contribute towards the achievement  of the overall branch targets
·To promote and professionally sell a range of wealth and banca products to existing and  potential customers
·To maintain regular contacts with customers to develop relationship and deepen share of  customers’ wallet
·To drive NTB/NTW  wealth customer acquisition and customer experience to broaden the wealth  customer base
·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
·To  manage and service premier portfolio /G0

Key Responsibilities:


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 customer acquisition and retention
Plan and identify cross selling/up selling to increase customers’ PHR and revenue
Set appointments, sales visitations, prospecting and engagement with customers


Sales Management

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

Staff Management

Coaching other Personal Wealth Bankers for peak performance
As a mentor to provide guidance and consultation to other Personal Wealth Bankers

Note : Senior Wealth Banker is with Premier Portfolio/G0 and ranking as S4

Bachelor Degree - .

- Professional Banking Certification

·Minimum 3 - 4 years sales experience preferably in  wealth and banca products with FIs
·Pleasant personality with excellent verbal and  written communication skills and have experience in  guiding juniors
·Have relevant licenses required for the portfolio
·Sales and results oriented
·Good interpersonal and relationship building skill
·Possess with CUTE & Banca License
·To enroll for IPPC exam


Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards