Personal Financial Consultant at RHB Banking Group

Kuala Lumpur, Kuala Lumpur, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

25 Jul, 26

Salary

0.0

Posted On

26 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial advisory, Sales, Relationship management, Financial needs analysis, Wealth management, Investment instruments, Insurance, Portfolio monitoring, Market trend analysis, Regulatory compliance, Interpersonal skills, Communication, Presentation skills, Client acquisition, Networking

Industry

Financial Services

Description

Proactively acquire new clients and expand existing client relationships through various channels, including referrals, networking, and outreach activities. Conduct thorough financial needs analysis for individual clients to understand their financial situation, goals, and risk tolerance. Develop and present tailored financial plans and solutions, encompassing a wide range of products such as deposits, loans, investments, insurance, and wealth management services. Advise clients on suitable financial products and services offered by RHB Bank Berhad, ensuring alignment with their financial objectives. Monitor client portfolios and market trends, providing regular updates and recommendations to optimize financial performance and mitigate risks. Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements in financial advisory services. Achieve individual sales targets and contribute to the overall team's performance. Stay updated with industry knowledge, product developments, and economic trends to provide accurate and relevant advice. Participate in training programs and continuous professional development initiatives. Job Requirements: Bachelor's degree in Banking, Finance, Business Administration, Economics, or a related field. Proven experience in financial advisory, sales, or relationship management within the banking or financial services industry, preferably with a focus on retail clients. Possession of relevant industry licenses and certifications (e.g., FIMM, PCE, CUTE, TBE) is highly advantageous. Strong understanding of financial products, investment instruments, insurance, and wealth management principles. Excellent interpersonal, communication, and presentation skills with the ability to build rapport and trust with clients. Demonstrated ability to identify client needs and propose effective financial solutions. Results-oriented with a strong drive to achieve sales targets. High level of integrity, professionalism, and ethical conduct. Ability to work independently and as part of a team in a fast-paced environment. A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.

Responsibilities

The consultant is responsible for acquiring new clients and managing existing relationships by providing tailored financial plans and investment solutions. They must also monitor client portfolios, ensure regulatory compliance, and achieve individual sales targets.