Personal Financial Consultant

RHB Group; Perak; On-site; MYR 40,000 - 60,000; Full time

Job summary

RHB Banking Group is seeking individuals for their retail banking sales team based in Malaysia, Perak. This customer-facing role involves promoting and selling wealth management and banking products to achieve sales and customer acquisition targets.

Candidates should have at least 2 years of experience in wealth or bancassurance sales and hold relevant licenses such as CUTE & Banca/Takaful. The position requires strong communication skills and a customer-oriented approach.

Qualifications

• Minimum 2 years’ experience in wealth/bancassurance sales.
• CUTE & Banca/Takaful licenses required.
• Pleasant personality should be possessed.

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

Communication skills

Sales-oriented mindset

Customer relationship management

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.