Strategic Personal Financial Advisor for Wealth & Planning

RHB Group; Sarawak; On-site; MYR 50,000 - 90,000; Full time

Job summary

RHB Bank Berhad in Malaysia is seeking a Personal Financial Consultant to help clients achieve their financial goals through expert advice and tailored solutions. You will build lasting relationships, understand individual needs, and provide guidance on a range of banking products and services.

You will proactively engage clients, educate them on products, conduct needs analyses, and present customized plans.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• Experience in financial advisory, sales, or banking, preferably in retail banking.
• Strong knowledge of financial products and services, including investments, insurance, and lending.
• Excellent communication, interpersonal, and presentation skills.
• Ability to build rapport and trust with clients from diverse backgrounds.
• Proven track record of meeting or exceeding sales targets.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite.
• Relevant financial certifications (e.g., FIMM, PCE, CUTE) are an added advantage.

Responsibilities

• Proactively engage clients to identify financial needs and provide planning advice.
• Educate clients on banking products and services.
• Conduct financial needs analysis to understand objectives, risk tolerance, and time horizons.
• Develop and present customized financial plans and recommendations.
• Monitor portfolios and provide regular reviews.
• Understand product offerings, policies, and regulations.
• Achieve individual sales targets and contribute to team goals.
• Build strong client relationships with excellent service.
• Handle client inquiries promptly and professionally.
• Stay updated on industry trends and market developments.

Skills

Client relationship building

Communication skills

Analytical thinking

Sales / targets driven

Presentation skills

Education

Bachelor's degree in Finance/Business/Economics

Tools

Microsoft Office Suite

Job description

RHB Bank Berhad in Malaysia is seeking a Personal Financial Consultant to help clients achieve their financial goals through expert advice and tailored solutions. You will build lasting relationships, understand individual needs, and provide guidance on a range of banking products and services.

You will proactively engage clients, educate them on products, conduct needs analyses, and present customized plans.