Wealth & Retail Financial Consultant

RHB Group; Siput River; On-site; MYR 60,000 - 90,000; Full time

Job summary

RHB Bank Berhad is seeking a sales-focused professional to promote wealth, deposits and financing products to existing and potential customers. The role emphasizes achieving branch targets, delivering a strong customer experience, and driving NTB customer acquisition.

The ideal candidate holds a degree or diploma and has at least 2 years’ experience with wealth and banca products, with excellent communication and relationship-building skills.

Qualifications

• Degree or Diploma holder.
• 2+ years experience preferably with Wealth and Banca products in any FIs.
• Pleasant personality with excellent verbal and written communication skills.

Responsibilities

• 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 i.e. 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.

Skills

Wealth products

Cross-selling

Customer relationship

Sales planning

Communication

Education

Degree or Diploma

Job description

RHB Bank Berhad is seeking a sales-focused professional to promote wealth, deposits and financing products to existing and potential customers. The role emphasizes achieving branch targets, delivering a strong customer experience, and driving NTB customer acquisition.

The ideal candidate holds a degree or diploma and has at least 2 years’ experience with wealth and banca products, with excellent communication and relationship-building skills.