Wealth & Retail Financial Advisor

RHB Bank Berhad; Kuantan; On-site; MYR 33,000 - 67,000; Full time

Job summary

RHB Bank Berhad in Malaysia is seeking a branch-based sales professional to promote a diversified range of retail products to existing and potential customers. The role covers wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits, Assets/Financing products and Credit Cards to grow portfolio and profitability.

You will execute proactive sales plans, handle account openings, cross-sell and up-sell, and engage customers for retention and referrals while driving NTB

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication skills

Interpersonal skills

Sales experience

Licenses (CUTE & Banca/Takaful)

Education

Degree or Diploma

Job description

RHB Bank Berhad in Malaysia is seeking a branch-based sales professional to promote a diversified range of retail products to existing and potential customers. The role covers wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits, Assets/Financing products and Credit Cards to grow portfolio and profitability.

You will execute proactive sales plans, handle account openings, cross-sell and up-sell, and engage customers for retention and referrals while driving NTB