TL, Personal Banker Wealth

3-5 years
13 days ago
Job Description


Primary Objective:

. 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 onboarding 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

Key Responsibilities:

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 customersto 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

Staff Management

  • Provide guidance and motivate PBW on prospecting to sales techniques and to coach them for peak performance
  • Periodic briefing and update on promotions, campaigns and products to PBW
  • Tracking of Daily Activities Report
  • Ensure no zero branches performance by product
Bachelor Degree - Any related field(s).

- Unit Trust and Life & General Insurance Licensed

. Minimum 3-5 years sales experience preferably in wealth and banca products with FIs

. Pleasant personality with excellent verbal and written communication skills
. Possess relevant licenses required for the portfolio
. Sales and results oriented
. Good interpersonal and relationship building skill


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

RHB Banking Group is a multinational regional financial services provider that is committed to delivering complete solutions to customers through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experiences, underpinned by a cohesive and inspired workforce, and relationships built with stakeholders.