Wealth & Retail Banking Advisor

RHB Group; Pahang; On-site; MYR 40,000 - 68,000; Full time

Job summary

RHB Group is seeking a dynamic sales professional to achieve targets and grow the bank's portfolio in Malaysia. You will promote wealth, deposit, and financing products to existing and new customers, while actively participating in bank campaigns to expand mass and mass-affluent segments.

You will prepare sales plans, open accounts, and engage customers for referrals, retention, and ongoing relationship building. Strong communication and interpersonal skills are essential.

Qualifications

• Degree or Diploma holder.
• At least 2 years’ experience preferably with Wealth and Banca products in any FI.
• Pleasant personality with excellent verbal and written communication skills.
• Good interpersonal and relationship building skill.
• Possess with CUTE & Banca/Takaful license and other relevant licenses for the portfolio.
• Sales and result oriented.

Responsibilities

• Achieve sales/revenue targets set by the Bank and contribute to branch targets.
• Promote and sell retail products including wealth, deposits and financing to customers.
• Participate in branch/region/bank promotional activities to grow customer segments.
• Prepare and execute sales plans, perform account openings, cross-sell and upsell.
• Drive NTB customer acquisition and enhance customer experience for retention and referrals.

Skills

Sales target achievement

Communication skills

Interpersonal skills

Customer relationship

Education

Degree or Diploma

Tools

Licenses: CUTE & Banca/Takaful

Job description

RHB Group is seeking a dynamic sales professional to achieve targets and grow the bank's portfolio in Malaysia. You will promote wealth, deposit, and financing products to existing and new customers, while actively participating in bank campaigns to expand mass and mass-affluent segments.

You will prepare sales plans, open accounts, and engage customers for referrals, retention, and ongoing relationship building. Strong communication and interpersonal skills are essential.