Job Description
Personal Banker - Wealth
Job Responsibilities
- To provide one-stop banking solutions to our customers.
- To provide financial advisory, promote and cross‑sell a comprehensive range of financial products and services.
- To proactively manage and build long‑term customer relationships.
- To provide good after‑sales service and conduct sales visits to potential customers within the vicinity.
- Ensure adherence to the relevant policies, regulatory risk and compliance matters.
Job Requirements
- Bachelor’s degree in any field from an accredited university or college.
- Interest in financial planning, investment and sales.
- Preferably with a minimum of one year of sales or service experience.
- Good interpersonal and communication skills; able to deliver high‑quality customer service.
- Valid driving licence and own transport.
- Relevant certifications (e.g., PCE, CEILI, CUTE...