Wealth & Financial Planning Advisor

RHB Bank Berhad; Ipoh; On-site; MYR 40,000 - 60,000; Full time

Job summary

RHB Bank Berhad is seeking a Personal Financial Consultant in Ipoh, Malaysia, responsible for nurturing client relationships, providing expert financial advice, and offering tailored banking solutions. Your role includes developing personalized financial plans and advising clients on various banking products.

Ideal candidates should have a Bachelor's degree in a relevant field and 2-3 years of experience in financial services. Strong communication and analytical skills are essential, along with proficiency in English and Bahasa Malaysia.

Qualifications

• 2-3 years of experience in financial services, preferably in a client-facing role.
• Possession of relevant industry certifications (e.g., FIMM, PCE, CUTE) is advantageous.
• Demonstrated track record of achieving sales targets.

Responsibilities

• Identify and engage with potential and existing clients to understand their financial needs.
• Conduct comprehensive financial needs analysis.
• Develop and present personalized financial plans and recommendations.
• Advise clients on RHB Bank's products and services.
• Regularly review and update client portfolios.

Skills

Client relationship management

Financial advisory

Sales acumen

Analytical and problem-solving

Fluency in English and Bahasa Malaysia

Education

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

Tools

Microsoft Office Suite

Job description

RHB Bank Berhad is seeking a Personal Financial Consultant in Ipoh, Malaysia, responsible for nurturing client relationships, providing expert financial advice, and offering tailored banking solutions. Your role includes developing personalized financial plans and advising clients on various banking products.

Ideal candidates should have a Bachelor's degree in a relevant field and 2-3 years of experience in financial services. Strong communication and analytical skills are essential, along with proficiency in English and Bahasa Malaysia.