RHB Banking Group

Personal Financial Consultant

RHB Banking Group  •  Malaysia (Onsite)  •  1 month ago
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Job Description

  • Proactively identify and engage with potential and existing clients to understand their financial needs, goals, and risk profiles.
  • Conduct thorough financial needs analysis, including savings, investments, protection, and retirement planning.
  • Develop and present tailored financial plans and solutions, encompassing a wide range of RHB Bank's products such as deposits, loans, credit cards, insurance, unit trusts, and other investment instruments.
  • Educate clients on market trends, product features, and investment opportunities and risks.
  • Provide ongoing financial advice and regular reviews of client portfolios to ensure alignment with their evolving needs and market conditions.
  • Achieve individual sales targets and contribute to the team's overall business objectives.
  • Ensure all client interactions and transactions adhere to regulatory requirements and internal bank policies.
  • Maintain accurate and up-to-date client records and prepare necessary documentation.
  • Participate in training and development programs to enhance product knowledge and financial advisory skills.

Job Requirements:

  • Bachelor's degree in Finance, Business Administration, Economics, or a related field.
  • Minimum of 2-3 years of experience in financial advisory, sales, or banking, preferably within a retail banking environment.
  • Possession of relevant licenses and certifications (e.g., FIMM, PCEIA, IPPC) will be a significant advantage.
  • Proven track record of achieving sales targets and building strong client relationships.
  • Strong understanding of financial products, investment principles, and market dynamics.
  • Excellent communication, interpersonal, and presentation skills.
  • Ability to analyze financial data and develop comprehensive financial plans.
  • High level of integrity, professionalism, and customer-centricity.
  • * Proficiency in English and Bahasa Malaysia; ability to communicate in other local dialects would be an added advantage.
  • * Self-motivated, results-oriented, and able to work independently as well as in a team.
RHB Banking Group

About RHB Banking Group

We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders

Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services.

TOGETHER WE PROGRESS

Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so.

Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region.

We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead.

We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future.

We invite you to join us as we work towards a better and brighter future for all.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Kuala Lumpur, MY
Year Founded
Unknown
Website
rhbgroup.com
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