Personal Financial Consultant: Growth, Planning & Impact

RHB Group; Johor Bahru; On-site; MYR 60,000 - 90,000; Full time

Job summary

RHB Group in Johor Bahru is seeking a proactive Financial Advisor to identify and onboard new individual clients, perform financial needs analyses, and craft tailored investment plans. The role involves recommending products, educating clients on benefits and risks, and maintaining client portfolios.

You will collaborate with wealth managers to deliver comprehensive solutions, ensure regulatory compliance, and strive to meet and exceed sales targets in a fast-paced retail banking environment.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• 2–3 years of experience in personal financial advisory, sales, or banking.
• Knowledge of investments, insurance, loans, and wealth management.
• Certifications such as FIMM, PCE, CEILI, or TBE are an advantage.
• Strong communication and presentation skills.

Responsibilities

• Identify, acquire and onboard new individual clients via referrals, networking, and outreach.
• Conduct financial needs analysis and risk assessments.
• Develop tailored financial plans and investment strategies.
• Recommend savings, investments, insurance, loans, and wealth products.
• Educate clients on products, features, benefits, and risks.
• Monitor portfolios and provide ongoing advice and reviews.
• Ensure compliance with policies and regulatory requirements.
• Collaborate with product specialists and wealth managers.
• Maintain accurate client records and prepare reports.
• Stay updated on market trends and regulatory changes.
• Achieve sales targets and contribute to branch performance.

Skills

Client acquisition

Financial needs analysis

Investment planning

Sales targets

Communication skills

Regulatory compliance

Education

Bachelor’s degree in Finance/Economics/Business Admin

Tools

Microsoft Office

Job description

RHB Group in Johor Bahru is seeking a proactive Financial Advisor to identify and onboard new individual clients, perform financial needs analyses, and craft tailored investment plans. The role involves recommending products, educating clients on benefits and risks, and maintaining client portfolios.

You will collaborate with wealth managers to deliver comprehensive solutions, ensure regulatory compliance, and strive to meet and exceed sales targets in a fast-paced retail banking environment.