Job description
Take the next step in your banking career with MBSB Bank Berhad as a Personal Relationship Banker in Kluang, Johor. You will build trusted relationships with affluent clients, understand their life goals, and deliver tailored wealth management and everyday banking solutions. This role blends relationship management, advisory excellence, and responsible selling — all within a compliant, customer-first environment.
In this role, you will identify client needs, present investment and banking solutions, and help clients grow and protect their wealth while staying aligned with regulatory requirements. You will work closely with product specialists to offer holistic financial plans and exceed service and sales targets. The position offers competitive compensation, ongoing training, and opportunities for career advancement within MBSB Bank Berhad across Malaysia.
Responsibility
- Develop and manage a portfolio of high-potential wealth clients in Kluang, delivering personalized financial plans aligned with life goals and risk tolerance.
- Prospect and acquire new clients while nurturing relationships to drive sustainable revenue growth.
- Assess client needs and present tailored investment solutions, banking products, and credit options.
- Maintain strict compliance with bank policies, KYC requirements, and local regulations, ensuring data privacy and ethical conduct.
- Collaborate with product specialists to provide integrated wealth management and banking solutions.
- Maintain accurate client records in the CRM, monitor portfolio performance, and provide timely reviews.
- Achieve individual sales targets and contribute to team revenue and market share in the Kluang region.
- Deliver exceptional client service to build long-term loyalty and trust among clients.
Qualification
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- Relevant banking experience, preferably in relationship management or wealth advisory.
- Strong knowledge of investment products and wealth management solutions; familiarity with regulatory guidelines.
- Excellent communication, interpersonal, and negotiation skills; fluency in Malay and English; additional languages are a plus.
- Results-driven with proven ability to meet or exceed sales targets; client-centric mindset.
- Proficient in using CRM and banking systems; strong data analysis and reporting skills.
- Professional certifications (e.g., CFA, CFP) or willingness to pursue relevant certifications.
- Ability to work independently and as part of a local sales team in Kluang.