Strategic Wealth & Retirement Advisor

RHB Banking Group

Johor

On-site

MYR 45,000 - 100,000

Full time

2 days ago

Be an early applicant

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

RHB Banking Group in Malaysia invites a Personal Financial Consultant to help clients achieve financial goals. You will conduct needs analysis, tailor financial plans, and advise on wealth management, retirement, and education funding. You’ll maintain relationships, stay compliant, and meet sales KPIs in a dynamic team environment.

Based in Johor, you’ll collaborate with various departments to deliver seamless client experiences and expand the bank’s customer base.

Responsibilities

Proactively identify and acquire new clients.
Conduct comprehensive financial needs analysis for individual clients, including reviewing their current financial situation, risk tolerance, and future aspirations.
Develop and present customized financial plans and solutions, including but not limited to investment products, insurance, loans, and other banking services, aligning with clients' objectives and RHB Bank's product offerings.
Provide expert advice on wealth management, retirement planning, education funding, and estate planning.
Regularly review and update clients' financial portfolios, ensuring they remain aligned with their evolving needs and market conditions.
Maintain a high level of product knowledge across RHB Bank's full range of financial products and services.
Ensure compliance with all internal policies, procedures, and regulatory requirements.
Achieve and exceed sales targets and KPIs.
Build and maintain long-term client relationships through excellent service and effective communication.
Collaborate with other departments within RHB Bank to ensure a seamless client experience.