Personal Finance Advisor & Wealth Planner

RHB Bank Berhad; George Town; On-site; MYR 50,000 - 80,000; Full time

Job summary

The Personal Financial Consultant role at RHB Bank Berhad in Malaysia focuses on building enduring client relationships and delivering tailored banking and investment solutions to help individuals achieve their financial goals.

You will proactively identify client needs, conduct financial analyses, and present personalized plans across savings, investments, insurance, and retirement planning while striving to meet sales targets and uphold regulatory requirements.

Qualifications

• Bachelor’s degree in Finance, Banking, Business Administration, Economics or related field.
• Minimum 2–3 years of experience in financial services, client-facing.
• Industry certifications (e.g., FIMM, PCE, CUTE) advantageous.
• Strong knowledge of financial products and wealth management.

Responsibilities

• Identify and engage potential and existing clients to assess financial needs.
• Conduct financial needs analysis, risk tolerance, and investment horizons.
• Develop personalized financial plans including savings, investments, and retirement.
• Advise on deposits, loans, unit trusts, insurance, and investment instruments.
• Aim to meet individual and team sales targets and KPIs.
• Maintain client records and ensure regulatory compliance.

Skills

Communication skills

Interpersonal skills

Presentation skills

Sales aptitude

Team collaboration

Analytical skills

Education

Bachelor's degree in Finance, Banking, Business Administration, Economics, or related field

Tools

Microsoft Office Suite

Job description

The Personal Financial Consultant role at RHB Bank Berhad in Malaysia focuses on building enduring client relationships and delivering tailored banking and investment solutions to help individuals achieve their financial goals.

You will proactively identify client needs, conduct financial analyses, and present personalized plans across savings, investments, insurance, and retirement planning while striving to meet sales targets and uphold regulatory requirements.