Personal Financial Consultant

RHB Bank Berhad; Petaling Jaya; On-site; MYR 48,000 - 72,000; Full time

Job summary

RHB Bank Berhad in Malaysia seeks a sales-focused professional to promote and sell wealth and retail banking products to existing and potential customers. You will participate in branch and bank-wide campaigns, open accounts, cross-sell, upsell and engage clients to drive acquisition and retention.

The role requires a degree or diploma and at least 2 years’ experience with wealth and banca products, along with strong communication and interpersonal skills; licensure in CUTE & Banca/Takaful is a

Qualifications

• Degree or Diploma holder.
• At least 2 years’ experience with Wealth and Banca products in any FI.
• Good communication and interpersonal skills; sales-driven.
• Licensed in CUTE & Banca/Takaful or eligible.

Responsibilities

• Promote and sell a range of retail products to customers.
• Prepare and participate in branch/region campaigns to achieve targets.
• Perform account opening, cross-selling and upselling activities.
• Drive NTB wealth and retail customer acquisition and retention.

Skills

Wealth products

Sales oriented

Communication skills

Interpersonal skills

Education

Degree or Diploma holder

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.