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Personal Financial Consultant
Job summary
A leading financial institution in Malaysia is seeking a dynamic Personal Financing Consultant (PFC) to join their Retail Banking team. This role involves achieving sales targets and selling a variety of retail banking products to customers. The ideal candidate should have at least 2 years of experience in financial services, excellent communication skills, and the necessary licenses. A focus on customer experience and relationship building is crucial in contributing to the bank's growth.
Qualifications
- At least 2 years of experience, preferably with Wealth and Bancassurance/Bancatakaful products.
- Pleasant personality with excellent communication skills.
- Possession of relevant licenses required for the portfolio.
Responsibilities
- Achieve assigned sales and revenue targets.
- Sell a wide range of retail products to customers.
- Prepare and execute comprehensive sales plans.
Skills
Education
Tools
Are you passionate about helping customers achieve their financial goals?
We are looking for a dynamic and results-driven Personal Financing Consultant (PFC) to join our Retail Banking team for Northern Region (Penang & Kedah). In this role, you will be on the front lines, acting as a trusted advisor to our customers. Your primary focus will be on achieving sales and revenue targets by professionally selling a diverse range of retail banking products and helping to grow the bank's customer portfolio and profitability.
Achieve assigned sales and revenue targets to contribute to the overall branch profitability and targets.
Proactively and professionally sell a wide range of retail products to existing and potential customers, including:
- Wealth products: Unit Trusts (UT), ASNB VP, Private Retirement Schemes (PRS), Bancassurance/Bancatakaful (RP & GI), Direct Forex, and Non-Traditional Wealth (NTW).
- Deposits: Current Account/Savings Account (CASA), Fixed Deposits (FD), and new account acquisition.
- Assets/Financing products: Personal Financing (PF/PFi), ASB financing, and Credit Cards.
Prepare and execute comprehensive sales plans, perform account opening, actively cross-sell and up-sell, and engage with customers for retention and referrals.
Drive New-to-Bank (NTB) customer acquisition (both wealth and retail customers) and ensure an excellent customer experience to broaden the bank's base.
Participate in branch, regional, and bank-wide sales promotional activities and campaigns.
- A Degree or Diploma holder.
- At least 2 years of experience, preferably with Wealth and Bancassurance/Bancatakaful products in any Financial Institution (FI).
- A pleasant personality with excellent verbal and written communication skills.
- Strong interpersonal and relationship-building skills.
- Possession of the CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio.
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.