Job Description

• Responsible for promoting and marketing a wide range of banking products and services, including unit trusts, insurance, treasury investments, cards, deposits, and other retail banking products to potential clients.
• Manage relationships with existing and prospective customers while providing sound financial advice to support portfolio growth and long-term engagement.
• Understand customers’ financial needs and match them with suitable banking and investment solutions to create mutually beneficial opportunities.
• Drive portfolio expansion through proactive cross-selling of relevant banking products and services.

Job Requirements

• Minimum 3 years experience in the financial services industry, preferably with exposure as a Personal Banker, Relationship Manager, or similar client-facing banking role.
• Candidates with strong sales experience may also be considered.
• Good customer relationship management skills with a high level of integrity and professionalism.
• Strong communication and interpersonal skills.
• Dynamic, self-motivated, and target-driven.

Skills