Personal Financial Consultant

23 hours ago

Ipoh, Perak, Malaysia RHB Banking Group Full time

Job Description
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.

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