Personal Financial Consultant

RHB Banking Group


Date: 2 hours ago
City: Malacca
Contract type: Full time
Primary Objective

  • 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.

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