Personal Financial Executive (PFE), RBC Shah Alam (Seksyen 18, Shah Alam Branch)

The Personal Financial Executive (PFE) is responsible for providing personalised financial advice and services to clients while promoting Retail Banking products. This role involves building strong client relationships, understanding individual financial needs, and offering tailored banking and investment solutions. Additionally, the PFE will actively participate in marketing campaigns and promotional activities to enhance product awareness and drive sales.

• Product Promotion : Plan and implement marketing campaigns to promote Retail Banking products, including financing, investment (e.g., ASBF), credit cards and fee-based products
• Client Consultation : Meet with clients to discuss their financial needs, goals, and concerns. Conduct comprehensive financial assessments to determine appropriate strategies.
• Financial Planning : Develop and present customized financial plans that align with clients’ short- and long-term objectives.
• Sales Participation : Actively participate in sales and promotional activities arranged by the Regional Office and / or Head Office.
• Data Analysis : Gather and analyze financial data to offer financial advisory services to customers, enhancing their understanding of product offerings.
• Cross-Selling : Increase product holdings through cross-selling activities and identifying opportunities for additional services.
• Customer Acquisition : Acquire new customers and nurture a new customer base through effective relationship management.
• Relationship Management : Proactively manage and build customer relationships, providing excellent after-sales service to minimize complaints and attrition.
• Customer Support : Attend to all customer requests and complaints promptly, ensuring service levels are met.
• Application Processing : Solicit and submit financing applications to relevant stakeholders for decision-making and approvals within agreed turnaround times (TAT).
• Fraud Detection : Escalate any detected fraud attempts during the processing of applications to a superior.
• Documentation Compliance : Ensure that documents submitted for applications are processed according to established guidelines.
• Reporting : Prepare timely reports on marketing and sales activities and performance for the Retail Sales Manager.
• Regulatory Compliance : Ensure adherence to all internal policies, guidelines, and external regulatory requirements.
• Additional Duties : Perform any other duties or assignments as directed by a superior based on business needs.

Job Requirements

Strong analytical and problem-solving abilities.

About the Company

Bank Islam Malaysia Berhad is the pioneer of Islamic banking system in Malaysia. We have grown to become one of the nation’s leading financial institutions, providing a wide range of products and services to meet the financial and banking needs of all Malaysians, regardless of race and religion. A career with Bank Islam means an outstanding opportunity to develop a professional vocation in the ever-challenging banking industry.

Bank Islam Malaysia Berhad is an equal opportunities employer.

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