Wealth Advisor & Client Growth Specialist

RHB Singapore; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

RHB Banking Group is seeking a Personal Financial Consultant to join the Retail Banking team in Singapore. You will provide wealth and insurance portfolio management solutions to clients while driving customer acquisition within Mass Banking.

You will understand clients' financial goals and recommend suitable wealth management solutions to help build, preserve, and grow wealth over the long term. The role emphasizes consultative client engagement, cross-selling a full range of wealth products,

Qualifications

• Experience in banking, wealth management, insurance sales, or financial advisory.
• Certifications such as FIMM, PCE, CEILI are a plus.
• Strong interpersonal and communication skills.

Responsibilities

• Provide financial advisory services with wealth management solutions (insurance, unit trusts, FX, deposits).
• Cross-sell wealth management products to meet client objectives.
• Provide timely market insights and professional advice for informed decisions.
• Engage clients through branch activities, tele-appointments, and referrals.
• Develop relationships with internal partners to generate referrals.
• Maintain long-term relationships and deliver after-sales service.
• Establish and manage client relationships to grow AUM.

Skills

Wealth management

Customer engagement

Sales orientation

Relationship management

Job description

RHB Banking Group is seeking a Personal Financial Consultant to join the Retail Banking team in Singapore. You will provide wealth and insurance portfolio management solutions to clients while driving customer acquisition within Mass Banking.

You will understand clients' financial goals and recommend suitable wealth management solutions to help build, preserve, and grow wealth over the long term. The role emphasizes consultative client engagement, cross-selling a full range of wealth products,