Personal Banker - Personal Financial Services

What’s In It For You


Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking;

Opportunity to fast track your career in Wealth Management.


Your Roles & Responsibilities:


Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management;

Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate;

Source and develop new customer leads through existing customer’s referrals;

Handling Account Opening process including Debit Card issuance of acquired customers;

Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system;

Facilitate HL Connect for new account opened to increase penetration rate HL Connect;

Cross selling other banking products as and when opportunity arises to increase customers’ stickiness with HLB;

Exhibit high professionalism and competency when interacting with customers;

Comply with bank’s relevant internal policies, SOPs, sales compliance and statutory requirement in relation FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance;

To maintain and uphold service standards set by the Bank at all times.


Who Are We Looking Out For:


Candidate must possess at least a Diploma or Degree in any field i.e. Banking / Accounting & Finance / Economics / Marketing / Business Studies;

Possessing the follow licenses will be an advantage: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC;

Passion for success and keen to work in a sales-driven environment;

Good track record and knowledge of wealth products i.e. Unit Trust, Bancassurance, Structured Products, Dual Currency Investments;

Good inter-personal and communication skills.


Other factors for consideration during interview process include examples of:


Driving for results;

Consistency in performance;

Seeking win-win relationships;

Demonstrating courage and humility;

Taking ownership and make things happen.