Personal Financial Consultant

RHB BANK BERHAD; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading bank in Singapore seeks a motivated Wealth Management Advisor to provide financial advisory and manage client relationships. Responsibilities include cross-selling wealth management products and establishing long-term client partnerships. Candidates should have a degree in relevant fields and 3 years of sales experience. Strong understanding of financial regulations and investment products is advantageous. Join us to develop a rewarding client relationship.

Qualifications

• Minimum 3 years relevant sales experience.
• Self-driven and highly motivated.
• Strong understanding in investment and insurance products.

Responsibilities

• Providing financial advisory to clients with wealth management solutions.
• Cross‑selling wealth management products.
• Establishing long-term relationships with clients.

Skills

Financial advisory

Customer relationship management

Wealth management

Consultative selling

Education

Degree or Diploma in Banking/Business Administration/Economics

Job description

Reporting to the Team Supervisor, you will be providing Wealth and Insurance portfolio management to the Bank's clients. In addition, you are to acquire customers to join RHB Mass Banking as part of ongoing strategy of the Bank. If you are service-oriented and have strong interpersonal skills, we welcome you to join us and develop a rewarding relationship with us.

Responsibilities

• Providing financial advisory to clients offering wealth management solution including insurance, unit trusts, FX and deposits
• Take a consultative approach to understand every client's needs and recommending the right solutions to solve their financial problems and achieve financial freedom
• Cross‑selling of full range wealth management products to meet customers’ needs
• Providing clients with timely information and advice to their financial needs
• To engage customers through branch banking , tele‑appointments, customer referrals.
• Cultivate partnerships with segment partners to obtain and provide referrals
• Proactively develop and establish long term relationships with clients and provide good after‑sales service to them
• Establish new relationships and manage existing relationship to generate new AUM

Requirements

• Degree or Diploma in Banking/Business Administration/Economics or related qualifications
• Minimum 3 years relevant sales experience
• Self-driven, highly motivated, thrive on challenges and able to work as a team player
• Strong understanding in investment and insurance products is an added advantage
• Strong understanding of financial compliance and regulatory requirements in Singapore is an added advantage
• Preferably possesses CMFAS M5, M8, M8A, M9, M9A & HI certificates