Job Title: Personal Financial Consultant
Company: RHB Bank Berhad
Job Summary
As a Personal Financial Consultant at RHB Bank Berhad, you will play a crucial role in providing expert financial advice and personalized solutions to our valued clients. You will be responsible for helping individuals and families achieve their financial goals through comprehensive planning, investment strategies, and risk management.
Job Responsibilities
- Conduct in-depth financial assessments and analyze clients financial situations
- Develop and present customized financial plans tailored to clients specific needs and goals
- Recommend appropriate financial products and services, including investments, insurance, and banking solutions
- Monitor and review clients portfolios regularly, making adjustments as needed
- Stay up-to-date with market trends, economic conditions, and financial regulations
- Maintain strong relationships with existing clients and actively acquire new clients
- Collaborate with other departments to ensure seamless delivery of financial services
- Achieve and exceed sales targets and performance metrics
- Ensure compliance with all relevant banking regulations and internal policies
- Participate in financial literacy programs and community outreach initiatives
Job Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- Minimum of 3-5 years of experience in financial planning, wealth management, or a similar role
- Valid license(s) for selling financial products and providing financial advice in Malaysia
- Strong knowledge of financial markets, investment products, and risk management strategies
- Excellent analytical and problem-solving skills
- Outstanding communication and interpersonal abilities
- Proficiency in financial planning software and Microsoft Office suite
- Commitment to ethical practices and maintaining client confidentiality
- Ability to work independently and as part of a team
- Fluency in English and Bahasa Malaysia; additional language skills are a plus
