Job Description
Join MBSB Bank Berhad as a Personal Relationship Banker in Kluang and become a trusted financial partner for our high-net-worth clients. In this dynamic role, you'll leverage your expertise in wealth management to acquire and nurture client relationships while delivering tailored investment solutions. Drive sales growth through strategic client engagement, market analysis, and personalized financial planning. Maintain compliance excellence by adhering to regulatory standards and ethical practices. This position offers the opportunity to make a meaningful impact in the financial lives of clients while advancing your career in a reputable banking institution.
Responsibilities
- Acquire new high-net-worth clients through strategic networking and market outreach
- Manage and expand existing client portfolios with personalized financial solutions
- Develop and execute investment strategies aligned with client risk profiles and goals
- Drive sales growth by achieving/exceeding KPIs for deposits, investments, and insurance products
- Ensure strict compliance with regulatory requirements and internal banking policies
- Conduct market research to identify emerging opportunities and product innovations
- Collaborate with internal teams to deliver seamless cross-functional financial services
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Minimum 3 years' experience in wealth management, private banking, or financial advisory
- Strong interpersonal skills with proven ability to build client relationships
- Comprehensive knowledge of investment products, financial markets, and compliance standards
- Professional certifications (e.g., CFP, CFA, or RM) highly advantageous
- Proficiency in CRM systems and banking software platforms
- Results-driven mindset with track record of meeting sales targets