Personal Financial Consultant

Overview

You’ll promote and sell retail banking and wealth management products, helping the branch achieve its sales and customer acquisition targets. The role is customer-facing and sales-driven.

Key Responsibilities

• Promote and sell wealth, deposit, and financing products.
• Execute sales plans and achieve revenue targets.
• Cross-sell and up-sell products to existing customers.
• Acquire and retain new-to-bank (NTB) customers.
• Participate in sales campaigns and community engagement.

Requirements

• Degree or Diploma in any field.
• Minimum 2 years’ experience in wealth/bancassurance sales.
• Pleasant personality, strong communication and relationship skills.
• CUTE & Banca/Takaful licenses required.
• Sales- and result-oriented mindset.