Walk In Interview Personal Financial Consultant
2 weeks ago
Join Us at Our Recruitment Drive (Northern - Penang & Kedah)
We are actively recruiting for this role and invite you to meet our team:
- Date:
21 , 22 & 23 October 2025 (Tuesday, Wednesday, & Thursday) - Time:
10:00 am to 4:30 pm - Venue:
RHB Bank Kuala Kedah, Susuran Sosenati, 1, Jalan Kuala Kedah, Pusat Perniagaaan Sosenati, 05400 Alor Setar, Kedah - Google maps:
About the Role
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.
What you will be doing
- 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.
What we're looking for
- 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. - Must be
sales and result oriented
.
What we offer
At RHB Banking Group, we are committed to fostering a collaborative and inclusive work environment that empowers our employees to reach their full potential. We offer competitive remuneration, comprehensive benefits, and ample opportunities for professional development and career growth. Our wellness initiatives and flexible work arrangements also support a healthy work-life balance. If you're ready to be a part of our transformative journey, we encourage you to apply now.
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