Personal Financial Consultant

2 days ago

Kuala Terengganu Branch, Malaysia RHB Bank Full time 30,000 - 120,000 per year

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. 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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