Personal Financial Consultant

RHB Banking Group; Kuala Lumpur; On-site; Full time

Job summary

A regional banking institution in Kuala Lumpur is seeking a motivated individual to achieve sales targets and promote a variety of retail banking products. The ideal candidate should hold a degree or diploma and have at least 2 years of experience with Wealth and Banca products. Strong communication and interpersonal skills are essential for building relationships with customers and enhancing their experience. This role is pivotal in driving customer acquisition and retention through proactive engagement.

Qualifications

• Minimum 2 years’ experience with Wealth and Banca products.
• Pleasant personality with strong communication skills.
• Possess relevant licenses for the portfolio.

Responsibilities

• Achieve sales/revenue targets set by the bank.
• Promote a range of retail products to customers.
• Execute sales plans and engage with customers for retention.

Skills

Sales oriented

Excellent verbal communication

Good interpersonal skills

Relationship building

Education

Degree or Diploma

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 i.e. 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 proactively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals, to drive new-to-bank customer acquisition (wealth and retail customers) and improve 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 financial institution
• Pleasant personality with excellent verbal and written communication skills
• Good interpersonal and relationship building skills
• Possess CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
• Sales and result oriented