Personal Financial Consultant: Wealth Planning & Growth

RHB Banking Group; Seberang Perai; Vor Ort; MYR 42.000 - 68.000; Vollzeit

Zusammenfassung

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

You will assess client needs, present personalized plans, and stay informed on market trends to provide timely advice while meeting regulatory and internal standards. Fluency in English and Bahasa Malaysia is required.

Qualifikationen

• Bachelor's degree or equivalent in finance, banking, business, economics, or related field.
• 2–3 years in financial services, client-facing preferred.
• Certifications (e.g., FIMM, PCE, CUTE) advantageous.

Aufgaben

• Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
• Conduct financial needs analysis including risk tolerance, investment horizons, and aspirations.
• Develop personalized financial plans covering savings, investments, insurance, retirement, and wealth management.
• Advise clients on deposits, loans, unit trusts, insurance products, and other investment instruments.
• Achieve individual and team sales targets and KPIs for product penetration and client acquisition.
• Regularly review and update client portfolios to align with evolving financial situations and market conditions.
• Maintain accurate client records and comply with regulatory requirements and internal policies.
• Stay informed about market trends, conditions, and new product offerings to provide timely advice.
• Collaborate with other departments to ensure seamless client experience and cross-selling opportunities.
• Participate in ongoing training to enhance product knowledge and advisory skills.

Kenntnisse

Client relationship management

Financial advisory

Sales & targets

Communication skills

Bahasa Malaysia fluency

Ausbildung

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

Tools

MS Office

CRM software

Investment platforms

Jobbeschreibung

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

You will assess client needs, present personalized plans, and stay informed on market trends to provide timely advice while meeting regulatory and internal standards. Fluency in English and Bahasa Malaysia is required.