Job Description

Job Summary**

As a Personal Financial Consultant at RHB Bank Berhad, you will be responsible for providing comprehensive financial advice and solutions to individual clients, helping them achieve their financial goals through a range of banking products and services.

Job Responsibilities**

Build and maintain strong relationships with individual clients, understanding their financial needs and aspirations.
Conduct in-depth financial needs analysis and develop tailored financial plans covering areas such as savings, investments, insurance, and retirement planning.
Recommend and cross-sell appropriate RHB Bank products and services, including deposits, loans, unit trusts, insurance, and other wealth management solutions.
Monitor client portfolios and market trends, providing regular updates and adjustments to financial plans as needed.
Educate clients on various financial products, market conditions, and investment strategies.
Achieve sales targets and contribute to the overall growth of the retail banking segment.
Ensure full compliance with all internal policies, procedures, and external regulatory requirements.
Collaborate with other departments within the bank to provide holistic financial solutions to clients.
Participate in ongoing training and development to enhance product knowledge and advisory skills.