Personal Financial Consultant

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, i.e., 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

• 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 skills.
• Possess CUTE & Banca / Takaful license and any other relevant licenses required for the portfolio.
• Sales and result-oriented.

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