Personal Banker

If you are looking to excel and make a difference, take a closer look at us…

Functional (job responsibilities)

• Actively prospect and onboard new clients.
• Manage existing clients and enhance client relationships.
• Achieve agreed financial targets by building and strengthening relationships with clients, and closely managing clients’ portfolio with the aim to maximise growth and profitability.
• Collaborate closely with internal and external stakeholders to deliver a total banking proposition and/or relevant solution(s) to meet clients' financial needs.
• Ensure activities are carried out in full compliance including complying with the department’s standard operating procedures, the Bank’s policies, processes and regulatory requirements.
• Handle the end-to-end account opening/ onboarding documentation, conduct and/or review the required KYCs in a timely manner.

Organizational (organizational responsibilities)

• Carry out any other duties as directed by the Management from time to time.

Education/Qualification

•    Bachelor’s Degree or equivalent, preferably in Banking & Finance.

Experience

• Proven sales track record with 3 to 5 years of experience in a dedicated client relationship role managing high net-worth/ affluent individual clients.

Special Skills

• Highly driven and motivated individual
• Possess strong networking skills
• Effective interpersonal and communication skills
• Ability to engage mandarin-speaking clients is an advantage

Certification/Licensing Requirements

• Relevant CMFAS certification

Realise your full potential at Hong Leong Bank by applying now.