Personal Financial Consultant

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

Job summary

A financial services provider in Sarikei seeks a proactive individual to promote and sell retail banking and wealth management products. You will drive sales targets while fostering customer relationships and engagement. This role requires a degree or diploma, along with at least two years of experience in bancassurance sales and relevant licenses. Join a dynamic branch team committed to achieving success.

Qualifications

• Minimum 2 years’ experience in wealth/bancassurance sales.
• CUTE & Banca/Takaful licenses required.
• Pleasant personality and customer-focused.

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

Strong communication skills

Sales-oriented mindset

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.

Location:

Sarikei, Sarawak.