Personal Wealth Planning Advisor

RHB Bank Berhad; Klang City; On-site; MYR 60,000 - 110,000; Full time

Job summary

RHB Bank Berhad is seeking a proactive Financial Advisor to identify and secure new clients while delivering tailored financial plans and solutions. You will analyze clients' needs, present investments, insurance, loans, and wealth management options, and ensure compliance with internal policies.

Collaboration across banking teams will be essential to deliver a seamless client experience. The role requires a strong sales mindset, excellent communication skills, and the ability to translate

Qualifications

• Bachelor's degree in Finance, Economics, or a related field.
• Proven track record of sales and client relationship management.
• Strong understanding of financial products and market dynamics.
• Excellent communication, interpersonal and presentation skills.
• Ability to translate complex financial information into actionable advice.
• Goal-oriented with a drive to achieve targets.
• Industry certifications (e.g., FIMM, PCE, CUTE) are a plus.

Responsibilities

• Identify and acquire new clients to grow the bank's customer base.
• Conduct comprehensive financial needs analysis for individuals.
• Develop and present customized financial plans and solutions.
• Advise on wealth management, retirement, education funding, and estate planning.
• Maintain high product knowledge and regulatory compliance.
• Build lasting client relationships through excellent service.

Skills

Sales

CRM skills

Product knowledge

Communication

Presentation

Analytical thinking

Education

Bachelor's degree in Finance/Economics/Business

Tools

MS Office

Job description

RHB Bank Berhad is seeking a proactive Financial Advisor to identify and secure new clients while delivering tailored financial plans and solutions. You will analyze clients' needs, present investments, insurance, loans, and wealth management options, and ensure compliance with internal policies.

Collaboration across banking teams will be essential to deliver a seamless client experience. The role requires a strong sales mindset, excellent communication skills, and the ability to translate