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 1-2 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.
Top Skills
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.
