Job Description
What You'll Be Doing
Proactively engage with clients to understand their unique financial goals and objectives Conduct in-depth financial assessments and develop tailored financial plans Recommend suitable investment, insurance, and banking products to help clients achieve their financial targets Maintain strong relationships with clients through regular communication and review meetings Collaborate with other RHB teams to provide seamless and integrated financial services Contribute to the growth and development of the Johor Bahru financial planning practice
What We're Looking For
Proven track record of at least 3 years in financial planning or wealth management Strong understanding of the financial services industry, including investment, insurance, and banking products Excellent communication and client relationship management skills Ability to analyse financial data, identify opportunities, and provide insightful recommendations Relevant professional qualifications, such as CFP or CFPCM, are highly desirable Proficiency in Bahasa Malaysia and English is essential
