Personal Financial Consultant

RHB Bank Berhad; Johor; On-site; MYR 120,000 - 200,000; Full time

Job summary

RHB Bank Berhad is seeking an experienced Financial Planner to assess clients’ finances, craft personalized plans, and recommend suitable investments, insurance, and banking solutions. You will monitor portfolios, stay informed on market trends and regulatory changes, maintain client relationships, and collaborate with other teams to deliver seamless financial services.

A Bachelor's degree and 3–5 years in financial planning are required, with valid licenses in Malaysia; strong communication and

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• 3–5 years in financial planning or wealth management.
• Valid licenses to sell financial products and provide advice in Malaysia.
• Strong knowledge of markets, investments, and risk management.
• Fluent in English and Bahasa Malaysia; good communication.

Responsibilities

• Conduct in-depth financial assessments and analyze clients' financial situations
• Develop and present customized financial plans tailored to clients' needs and goals
• Recommend financial products and services, including investments, insurance, and banking solutions
• Monitor and review clients' portfolios regularly
• Stay up-to-date with market trends, economic conditions, and financial regulations
• Maintain strong relationships with existing clients and actively acquire new clients
• Collaborate with other departments to ensure seamless delivery of financial services
• Achieve and exceed sales targets and performance metrics
• Ensure compliance with all relevant banking regulations and internal policies
• Participate in financial literacy programs and community outreach initiatives

Skills

Financial analysis

Client relationship

Sales target achievement

Communication skills

Problem solving

Team collaboration

Education

Bachelor's degree in Finance/Economics/Business Administration

Tools

Financial planning software

Microsoft Office

Job description

Job Responsibilities:

• Conduct in-depth financial assessments and analyze clients' financial situations


• Develop and present customized financial plans tailored to clients' specific needs and goals


• Recommend appropriate financial products and services, including investments, insurance, and banking solutions


• Monitor and review clients' portfolios regularly, making adjustments as needed


• Stay up-to-date with market trends, economic conditions, and financial regulations


• Maintain strong relationships with existing clients and actively acquire new clients


• Collaborate with other departments to ensure seamless delivery of financial services


• Achieve and exceed sales targets and performance metrics


• Ensure compliance with all relevant banking regulations and internal policies


• Participate in financial literacy programs and community outreach initiatives

Job Qualifications:

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


• Minimum of 3-5 years of experience in financial planning, wealth management, or a similar role


• Valid license(s) for selling financial products and providing financial advice in Malaysia


• Strong knowledge of financial markets, investment products, and risk management strategies


• Excellent analytical and problem-solving skills


• Outstanding communication and interpersonal abilities


• Proficiency in financial planning software and Microsoft Office suite


• Commitment to ethical practices and maintaining client confidentiality


• Ability to work independently and as part of a team


• Fluency in English and Bahasa Malaysia; additional language skills are a plus

A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars - RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.