Personal Financial Consultant at RHB Banking Group

Pekan Tanjung Sepat, Selangor, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

09 Aug, 26

Salary

0.0

Posted On

11 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Bancassurance, Retail Banking, Sales Planning, Customer Acquisition, Cross Selling, Up Selling, Relationship Building, Financial Consulting, Portfolio Management

Industry

Financial Services

Description

Job Description 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 ie. 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 Requirements: 1. Degree or Diploma holder 2. Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs 3. Pleasant personality with excellent verbal and written communication skills 4. Good interpersonal and relationship building skill 5. Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio 6. Sales and result oriented 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.

Responsibilities

The role focuses on achieving sales targets by promoting retail and wealth products to existing and potential customers. It involves executing sales plans, acquiring new-to-bank customers, and managing customer retention and referrals.