Personal Financial Consultant

RHB Bank Berhad; Kajang; On-site; MYR 50,000 - 80,000; Full time

Job summary

RHB Bank Berhad is seeking a sales-oriented professional to promote a range of wealth and retail products to existing and potential customers in Malaysia. The role focuses on achieving branch targets through proactive engagement, account opening, and referrals, with emphasis on NTB acquisition and excellent customer experience.

Ideal candidates have a degree or diploma and at least 2 years of experience in wealth/banca products, with strong communication and relationship-building skills, plus

Qualifications

• Degree or Diploma holder.
• Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs.
• Pleasant personality with excellent verbal and written communication skills.
• Good interpersonal and relationship building skill.
• Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio.
• Sales and result oriented.

Responsibilities

• Promote and professionally sell a range of retail products to existing and potential customers.
• Participate in sales campaigns to achieve deliverables and grow customer segments.
• Prepare and execute sales plans, perform account opening, cross selling and up selling.
• Drive NTB customer acquisition and enhance customer experience to broaden the Bank's base.
• Engage with customers for retention and referrals.

Skills

Verbal communication

Written communication

Interpersonal skills

Relationship building

Sales orientation

Education

Degree or Diploma

Tools

CUTE & Banca/Takaful licenses

Job description

Job Description

To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc. Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base

Requirements

• Degree or Diploma holder
• Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs
• Pleasant personality with excellent verbal and written communication skills
• Good interpersonal and relationship building skill
• Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
• Sales and result oriented

A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.