Personal Financial Consultant

RHB Singapore; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

RHB Bank in Singapore seeks a dynamic Personal Financial Consultant to deliver wealth and insurance portfolio management while actively acquiring new clients as part of the Mass Banking strategy.

You will provide financial advisory, cross-sell wealth products, engage clients via branches and calls, and build long-term relationships to grow AUM and meet regulatory standards.

Qualifications

• Degree or Diploma required in Banking, Economics or related fields.
• 3+ years of relevant sales experience preferred.
• CMFAS M5, M8, M8A, M9, M9A & HI certifications are advantageous.

Responsibilities

• Provide financial advisory to clients including wealth and insurance products.
• Understand client needs and recommend suitable financial solutions.
• Cross-sell wealth management products to meet customer needs.
• Provide timely information and advice on financial needs.
• Engage customers through branch banking, tele-appointments, and referrals.
• Cultivate partnerships to obtain referrals.
• Build long-term relationships and manage clients to grow AUM.

Skills

Financial advisory

Wealth management

Sales

Client relationship

Education

Degree or Diploma in Banking

Economics

Job description

We are looking for a dynamic and service-oriented Personal Financial Consultant to join our team at RHB Bank. Reporting to the Team Supervisor, you will provide comprehensive wealth and insurance portfolio management to clients while actively acquiring new customers as part of the Bank’s Mass Banking strategy. If you are passionate about helping clients achieve financial freedom and enjoy building long-term relationships, we welcome you to be part of our team.

What you will be doing

• 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

What we’re looking for

• Degree or Diploma in Banking, Business Administration, Economics, or related fields.
• Minimum 3 years of relevant sales experience.
• Self-driven, highly motivated, and a strong team player who thrives in a dynamic environment.
• Strong understanding of investment and insurance products is an added advantage.
• Good knowledge of financial compliance and regulatory requirements in Singapore is an added advantage.
• Preferably possesses CMFAS M5, M8, M8A, M9, M9A & HI certifications.