Personal Banker (Region Pulau Pinang)

Responsibilities

• Provide personalized financial consultation and advice to client according to their financial goals and needs.
• Promote wealth solutions focusing on insurance, investment and deposit products and services to retail clients.
• Increase client product holding through cross selling on other financial solutions such as financing and credit card.
• Maintain and develop strong client relationship with Privilege and Emerging Affluent clients and effectively manage customer portfolios in retail wealth sales and advisory.
• Meet or exceed sales targets and performance metrics contributing to the overall branch performance and sales revenue.
• Comply with all regulatory and Bank standards and practices.
• Participate in ongoing training and professional development to stay updated with industry trends and product knowledge.
• Act swiftly on leads and maintain proactive follow-ups to maximize conversion rate. <...