Personal Financial Consultant

RHB Banking Group


Date: 8 hours ago
City: Remote
Contract type: Full time
Remote
  • Proactively identify, acquire, and onboard new individual clients through various channels such as referrals, networking, and outreach activities.
  • Conduct comprehensive financial needs analysis and risk assessments to understand clients’ current financial position, future goals, and risk tolerance.
  • Develop and present tailored financial plans and investment strategies aligned with clients’ objectives.
  • Recommend suitable financial products including savings accounts, investment funds, insurance, loans, and wealth management solutions.
  • Educate clients on financial products and services, clearly explaining their features, benefits, and potential risks.
  • Monitor client portfolios regularly and provide ongoing advice, performance reviews, and adjustments based on market conditions and client needs.
  • Ensure all client interactions and transactions comply with internal policies, regulatory requirements, and ethical standards.
  • Collaborate with internal teams such as product specialists and wealth managers to deliver comprehensive financial solutions.
  • Maintain accurate and updated client records and prepare relevant reports.
  • Keep abreast of market trends, economic developments, and regulatory updates affecting financial products and services.
  • Achieve individual sales targets and contribute to overall branch and team performance.

Job Requirements

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • Minimum 2–3 years of experience in personal financial advisory, sales, or banking, preferably within a retail banking environment.
  • Strong understanding of financial products and services, including investments, insurance, loans, and wealth management.
  • Possession of relevant certifications such as FIMM, PCE, CEILI, or TBE will be an added advantage.
  • Excellent communication, interpersonal, and presentation skills with the ability to build rapport and trust with clients.
  • Strong analytical and problem-solving skills to assess client needs and recommend suitable financial solutions.
  • Results-driven with a proven track record of achieving or exceeding sales targets.
  • Ability to work independently as well as collaboratively in a fast-paced environment.
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint).
  • Demonstrates a high level of professionalism, integrity, and ethical conduct.

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