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Personal Financial Consultant

RHB Banking Group
Malaysia, Kuala Lumpur
2-4 Years
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Job 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

Job Requirements

  • Degree or Diploma holder
  • Have at least 2 years experience preferably with Wealth and Banca products in any FIs
  • Pleasant personality with excellent verbal and written communication skills
  • Good interpersonal and relationship building skill
  • Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
  • Sales and result oriented

More Info

Job Type:
Permanent Job
Industry:
Other
Function:
Banking
Employment Type:
Full time

About Company

RHB Banking Group

Job ID: 150492055

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Last Updated: 30-06-2026 00:16:25 PM
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Personal Financial Consultant

RHB Banking Group
R
Malaysia, Kuala Lumpur

Skills:

Microsoft Office, Loans, risk assessments, Insurance, Financial Products, investment strategies, financial needs analysis, Wealth Management, Sales Targets