Personal Financial Advisor & Planning Expert

RHB Bank Berhad; Seberang Perai; On-site; MYR 78,000 - 112,000; Full time

Job summary

RHB Bank Berhad is seeking a Personal Financial Consultant in Penang to build and nurture client relationships, delivering tailored banking and investment solutions to help individuals achieve their financial goals.

You will identify client needs, conduct comprehensive needs analyses, and present personalized plans covering savings, investments, insurance and retirement planning, while keeping abreast of market trends to offer timely advice.

Qualifications

• Degree in finance-related field or business discipline.
• Excellent communication and presentation abilities.
• Proven track record in client advisory or retail banking.
• Ability to understand and explain financial products clearly.

Responsibilities

• Proactively identify and engage with clients to understand financial needs.
• Conduct needs analysis and present tailored financial plans.
• Advise on deposits, loans, investments, and wealth products.
• Meet sales targets and KPIs while ensuring compliant service.
• Maintain accurate client records and stay updated on market trends.

Skills

Client relationship management

Sales acumen

Communication skills

Presentation skills

Interpersonal skills

Analytical thinking

Teamwork

Integrity

MS Office

Multilingual (English, Bahasa Malaysia

Education

Bachelor's degree in Finance/ Banking/ Business

Tools

Microsoft Office

Job description

RHB Bank Berhad is seeking a Personal Financial Consultant in Penang to build and nurture client relationships, delivering tailored banking and investment solutions to help individuals achieve their financial goals.

You will identify client needs, conduct comprehensive needs analyses, and present personalized plans covering savings, investments, insurance and retirement planning, while keeping abreast of market trends to offer timely advice.