Job Summary**
Responsible for providing financial advisory services to priority banking clients, identifying and fulfilling their wealth management needs, and contributing to the growth of RHB Bank's Premier Financial (PF-i) portfolio.
Job Responsibilities**
- Acquire and onboard new high-net-worth individuals and affluent clients for the PF-i segment.
- Conduct in-depth financial needs analysis to understand client objectives, risk profiles, and investment goals.
- Develop and present comprehensive financial plans and solutions, encompassing a range of products such as investments, insurance, deposits, and loans.
- Proactively manage and deepen existing client relationships through regular reviews, portfolio rebalancing, and offering suitable product upgrades.
- Achieve individual and team sales targets and contribute to the overall growth of the PF-i business.
- Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements.
- Collaborate with internal stakeholders, including product specialists, credit officers, and operations teams, to deliver seamless client service.
- Stay updated on market trends, economic outlooks, and new product offerings to provide informed advice to clients.
- Prepare and maintain accurate client records and sales reports.
Job Qualifications**
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 2-3 years of experience in sales and relationship management within the financial services industry, preferably in wealth management or priority banking.
- Proven track record of achieving sales targets and acquiring high-net-worth clients.
- Strong understanding of various financial products, including unit trusts, bancassurance, bonds, and structured products.
- Excellent communication, interpersonal, and presentation skills.
- Customer-centric mindset with a strong ability to build rapport and trust.
- Self-motivated, results-oriented, and able to work independently as well as part of a team.
- Possession of relevant industry certifications (e.g., FIMM, PCE, CUTE, TBE) is a significant advantage.
- Proficiency in Microsoft Office Suite.
