Personal Financial Consultant

RHB Bank Berhad; Taiping; On-site; MYR 50,000 - 80,000; Full time

Job summary

RHB Bank Berhad in Malaysia is seeking a proactive Wealth/Bancassurance Sales professional to promote wealth, deposit, and financing products. The role focuses on delivering sales targets and acquiring customers.

You will cross-sell to existing clients, participate in campaigns, and build lasting relationships with NTB customers, contributing to revenue growth and a distinguished customer experience.

Qualifications

• 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.

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

Wealth sales

Bancassurance

Relationship building

Communication skills

Education

Degree or Diploma

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.

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.