Personal Financing Consultant at RHB Bank

Position Personal Financing Consultant
Posted 2025 September 29
Expired 2025 October 29
Company RHB Bank
Location Perak | MY
Job Type Full Time

Job Description:

Latest Job Information from Company RHB Bank as position Personal Financing Consultant. If Job Vacancy Personal Financing Consultant in Perak matches your criteria, please send your latest application/CV directly through the latest and most updated job site Jobkos.

Every job may not be easy to apply for, because as a new candidate / prospective employee must meet several qualifications and requirements according to the criteria sought by the Company. Hopefully the career information from RHB Bank as the position Personal Financing Consultant below matches your qualifications.

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

  • 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.

Job Info:

  • Company: RHB Bank
  • Position: Personal Financing Consultant
  • Work Location: Perak
  • Country: MY

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Personal Financing Consultant at the office Perak above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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