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Walk In Interview Personal Financial Consultant (Northern)

RHB Banking GroupKedahMalaysia, Kedah, Malaysia

17 hours ago

Job description

Join Us at Our Recruitment Drive (Northern - Penang & Kedah) !

We are actively recruiting for this role and invite you to meet our team :

Date : 21 , 22 & 23 October 2025 (Tuesday, Wednesday, & Thursday)
Time : 10 : 00 am to 4 : 30 pm
Venue : RHB Bank Kuala Kedah, Susuran Sosenati, 1, Jalan Kuala Kedah, Pusat Perniagaaan Sosenati, 05400 Alor Setar, Kedah
Google maps :

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 for Northern Region (Penang & Kedah) . 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 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 .

What we offer

At RHB Banking Group, we are committed to fostering a collaborative and inclusive work environment that empowers our employees to reach their full potential. We offer competitive remuneration, comprehensive benefits, and ample opportunities for professional development and career growth. Our wellness initiatives and flexible work arrangements also support a healthy work-life balance. If you're ready to be a part of our transformative journey, we encourage you to apply now.

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Financial Consultant • KedahMalaysia, Kedah, Malaysia