Personal Finance Advisor & Wealth Planner

RHB Banking Group; Sandakan; On-site; MYR 60,000 - 120,000; Full time

Job summary

RHB Bank Berhad seeks a Personal Financial Consultant to deliver comprehensive financial guidance to individual clients, aligning products and services with their financial goals. You will build trusted relationships and tailor strategies across banking and investment offerings.

You will analyze client needs, present solutions clearly, and provide ongoing portfolio monitoring while adhering to regulatory requirements and sales targets.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Proven experience in financial advisory, sales, or banking.
• Relevant industry certifications (e.g., FIMM, PCE, CUTE, TBE) are a plus.

Responsibilities

• Develop and maintain strong relationships with individual clients and understand their financial needs.
• Conduct thorough financial needs analysis to identify suitable products and solutions.
• Present and explain complex financial products to clients clearly and concisely.
• Provide personalized financial planning advice including retirement and wealth management.
• Monitor client portfolios and provide updates based on market conditions.
• Ensure compliance with internal policies and regulatory requirements.
• Participate in sales campaigns to achieve sales targets for individuals and team.
• Collaborate with other departments to offer integrated financial solutions.
• Keep abreast of market trends and new product offerings for client advising.

Skills

Communication skills

Interpersonal skills

Presentation skills

Education

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

Tools

Microsoft Office

Job description

RHB Bank Berhad seeks a Personal Financial Consultant to deliver comprehensive financial guidance to individual clients, aligning products and services with their financial goals. You will build trusted relationships and tailor strategies across banking and investment offerings.

You will analyze client needs, present solutions clearly, and provide ongoing portfolio monitoring while adhering to regulatory requirements and sales targets.