Personal Banker Bancassurance (Penang) – RHB Bank
Role Summary
The Personal Banker Bancassurance is responsible for advising customers on life, medical, and investment-linked plans. This role involves building long-term relationships with clients to ensure repeat business and referrals, contributing to their financial planning and security.
Job Description
As a Personal Banker (Bancassurance), you will engage with customers daily, providing tailored financial advice and solutions in a dynamic banking environment. You will work closely with clients to understand their needs and help them achieve their financial goals.
Key Responsibilities:
- Advise customers on life, medical, and investment-linked plans.
- Achieve sales targets through effective customer engagement.
- Build and maintain long-term relationships with clients.
- Conduct financial needs analysis for clients.
- Provide exceptional customer service to enhance client satisfaction.
- Collaborate with team members to share best practices.
- Stay updated on industry trends and product knowledge.
Job Requirements
Diploma or Degree holder (Fresh graduates are encouraged to apply!)
Preferably 1–2+ years experience in banking or sales (Wealth/Banca is an advantage)
Banca/Takaful license is a strong advantage
Strong communication & interpersonal skills
Sales-driven & customer-focused
Quick Info
Company
RHB Bank
Location
Penang
Salary
Undisclosed
Skills Required
6 skills
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Required Skills
Sales
Customer Service
Communication
Interpersonal Skills
Financial Analysis
Relationship Management
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