Personal Financial Consultant

Reposted 11 Days Ago
Be an Early Applicant
Perak, Temerloh, Pahang
In-Office
Junior
Fintech • Financial Services
The Role
Promote and sell retail banking and wealth management products, focusing on customer acquisition and achieving sales targets.
Summary Generated by Built In

Overview:

You’ll promote and sell retail banking and wealth management products, helping the branch achieve its sales and customer acquisition targets. The role is customer-facing and sales-driven.

Key Responsibilities:

  • Promote and sell wealth, deposit, and financing products.
  • Execute sales plans and achieve revenue targets.
  • Cross-sell and up-sell products to existing customers.
  • Acquire and retain new-to-bank (NTB) customers.
  • Participate in sales campaigns and community engagement.

Requirements:

  • Degree or Diploma in any field.
  • Minimum 2 years’ experience in wealth/bancassurance sales.
  • Pleasant personality, strong communication and relationship skills.
  • CUTE & Banca/Takaful licenses required.
  • Sales- and result-oriented mindset.
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The Company
HQ: Kuala Lumpur
14,000 Employees
Year Founded: 1997

What We Do

We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders

Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services.

TOGETHER WE PROGRESS

Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so.

Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region.

We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead.

We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future.

We invite you to join us as we work towards a better and brighter future for all.

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