Personal Financial Consultant

RHB Banking Group; Kedah; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading banking institution in Malaysia is seeking a motivated retail banking sales professional to promote and sell wealth management products. This customer-facing position focuses on achieving sales and customer acquisition targets, requiring strong communication skills and a results-oriented mindset. Ideal candidates have at least 2 years of relevant experience and necessary licenses. The role involves actively participating in sales campaigns and engaging with the community.

Qualifications

• Minimum 2 years’ experience in wealth/bancassurance sales.
• CUTE & Banca/Takaful licenses required.

Responsibilities

• Promote and sell wealth, deposit, and financing products.
• Execute sales plans and achieve revenue targets.
• Cross-sell and up-sell products to existing customers.
• Acquire and retain new-to-bank (NTB) customers.
• Participate in sales campaigns and community engagement.

Skills

Sales-driven mindset

Strong communication skills

Relationship-building

Education

Degree or Diploma in any field

Job description

Overview

You’ll promote and sell retail banking and wealth management products, helping the branch achieve its sales and customer acquisition targets. The role is customer-facing and sales-driven.

Key Responsibilities

• Promote and sell wealth, deposit, and financing products.
• Execute sales plans and achieve revenue targets.
• Cross-sell and up-sell products to existing customers.
• Acquire and retain new-to-bank (NTB) customers.
• Participate in sales campaigns and community engagement.

Requirements

• Degree or Diploma in any field.
• Minimum 2 years’ experience in wealth/bancassurance sales.
• Pleasant personality, strong communication and relationship skills.
• CUTE & Banca/Takaful licenses required.
• Sales- and result-oriented mindset.