Personal Financial Consultant

RHB Bank Berhad (Singapore); Malaysia; On-site; MYR 50,000 - 75,000; Full time

Job summary

RHB Bank Berhad (Singapore) seeks a results-driven banking professional to promote a range of retail products and manage customer relationships. You will sales-targets, open accounts, cross-sell and engage clients to grow the bank’s wealth and retail portfolios.

The role emphasizes pro-active sales planning, customer engagement, and driving NTB acquisitions while delivering excellent service across branches.

Qualifications

• Degree or diploma in any field.
• At least 2 years’ experience with wealth and banca products.
• Pleasant personality with excellent verbal and written communication skills.
• Good interpersonal and relationship building skills.

Responsibilities

• Promote and professionally sell retail products to existing and potential customers.
• Achieve branch/region sales targets and contribute to portfolio growth.
• Open accounts, cross-sell, up-sell and engage customers for retention and referrals.
• Drive NTB wealth and retail customer acquisition and maintain strong customer experience.

Skills

Communication skills

Interpersonal skills

Sales oriented

Customer relationship

Education

Degree or Diploma holder

Tools

CUTE & Banca/Takaful license

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

1. Degree or Diploma holder
2. Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs
3. Pleasant personality with excellent verbal and written communication skills
4. Good interpersonal and relationship building skill
5. Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
6. 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.