Wealth & Financial Planning Advisor

RHB Group; Johor; On-site; MYR 60,000 - 90,000; Full time

Job summary

RHB Bank is seeking a client-focused advisor in Johor to proactively grow the customer base and deliver tailored financial plans. You will analyze clients' financial situations, risk tolerance, and goals, then present investment, insurance, loans and banking solutions aligned with their objectives.

In this role, you will provide wealth management guidance, retirement and education funding planning, and estate planning, regularly reviewing portfolios and ensuring regulatory compliance while

Qualifications

Responsibilities

• Proactively identify and acquire new clients, expanding RHB Bank's customer base.
• 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 key performance indicators (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.

Job description

RHB Bank is seeking a client-focused advisor in Johor to proactively grow the customer base and deliver tailored financial plans. You will analyze clients' financial situations, risk tolerance, and goals, then present investment, insurance, loans and banking solutions aligned with their objectives.

In this role, you will provide wealth management guidance, retirement and education funding planning, and estate planning, regularly reviewing portfolios and ensuring regulatory compliance while