Hiring.Camp

Personal Financial Consultant

Rhb

·

Mar 27, 2026

Location
Kelana Jaya Branch, Malaysia
Type
Full-time
Department
Finance
Experience
2+ years
Source
Workday

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 

 

Requirements: 

1. Degree or Diploma holder 

2. Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs 

3. Pleasant personality with excellent verbal and written communication skills 

4. Good interpersonal and relationship building skill 

5. Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio 

6. Sales and result oriented

Similar Jobs

30

Personal Financial Consultant

Ocbc · MAL-KL Main Br, Malaysia · Onsite

1 week ago

Personal Financial Consultant

Rhb · Prima Square, Sandakan Branch, Malaysia

2 weeks ago

Personal Financial Consultant

Rhb · Jalan Burma Branch, Malaysia

2 weeks ago

Personal Financial Consultant

Ocbc · MAL-Sibu Br, Malaysia · Onsite

2 weeks ago

Personal Financial Consultant

Ocbc · MAL-Sibu Br, Malaysia · Onsite

2 weeks ago

Personal Financial Consultant

Rhb · Sungkai Branch, Malaysia

3 weeks ago

Personal Financial Consultant

Ocbc · MAL-Muar Br, Malaysia · Onsite

3 weeks ago

Personal Financial Consultant

Ocbc · MAL-Ampang Br, Malaysia · Hybrid

3 weeks ago

Personal Financial Consultant

Rhb · Kota Tinggi Branch, Malaysia

3 weeks ago

Personal Financial Consultant

Rhb · Melaka Raya Branch, Malaysia

3 weeks ago

Personal Financial Consultant

Rhb · Jalan Tun Sambanthan, Ipoh Branch, Malaysia

4 weeks ago

Personal Financial Consultant

Ocbc · MAL-Segamat Br, Malaysia · Onsite

1 month ago

Personal Financial Consultant

Rhb · Ipoh Garden Branch, Malaysia

1 month ago

Personal Financial Consultant

Rhb · Menara Shell Branch, Malaysia

1 month ago

Personal Financial Consultant

Rhb · Bukit Mertajam Branch, Malaysia

1 month ago

Personal Financial Consultant

Rhb · Batu Kawah, Kuching Branch, Malaysia

1 month ago

Personal Financial Consultant

Rhb · Plaza OSK - Level G, Malaysia

1 month ago

Personal Financial Consultant

Rhb · Segamat Branch, Malaysia

1 month ago

Personal Financial Consultant

Rhb · Jalan Tun H.S Lee - Level G, Malaysia

1 month ago

Personal Financial Consultant

Rhb · Jalan Raja Laut Branch, Malaysia

2 months ago

Personal Financial Consultant

Ocbc · MAL-Bt Mertajam Br, Malaysia · Onsite

2 months ago

Personal Financial Consultant

Rhb · Mid Valley Branch, Malaysia

2 months ago

Personal Financial Consultant

Ocbc · Macao · Onsite

2 months ago

Personal Financial Consultant

Rhb · Jalan Niaga Shah Alam Branch, Malaysia

2 months ago

Personal Financial Consultant

Rhb · UEP Subang Jaya Branch, Malaysia

2 months ago

Personal Financial Consultant

Rhb · Tanjung Sepat Branch, Malaysia

2 months ago

Personal Financial Consultant

Rhb · Seremban Branch, Malaysia

2 months ago

Personal Financial Consultant

Rhb · Jalan Tun Sambanthan, Ipoh Branch, Malaysia

2 months ago

Personal Financial Consultant

Rhb · SOHO Ipoh Branch, Malaysia

2 months ago

Personal Financial Consultant

Rhb · Taman Sungai Besi Branch, Malaysia

2 months ago