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The Personal Financial Consultant at RHB Bank Berhad is responsible for building and maintaining strong client relationships, providing expert financial advice, and helping individuals achieve their financial goals through a range of banking products and services.
Job Responsibilities:**
* Proactively identify and engage with prospective clients to understand their financial needs and objectives.
* Conduct comprehensive financial needs analysis for clients, including assessing their current financial situation, risk tolerance, and future aspirations.
* Develop and present tailored financial solutions, encompassing savings, investments, insurance, loans, and wealth management products offered by RHB Bank.
* Provide ongoing financial advice and guidance, regularly reviewing client portfolios and recommending adjustments based on market conditions and life events.
* Cultivate and maintain long-term client relationships through regular communication, exceptional service, and proactive follow-ups.
* Achieve individual and team sales targets for various financial products and services.
* Stay updated on market trends, financial regulations, and new product offerings to provide accurate and relevant advice.
* Ensure compliance with all internal policies, procedures, and regulatory requirements.
* Collaborate with other bank departments to ensure seamless client service and product delivery.
Job Qualifications:**
* Bachelor's degree in Finance, Economics, Business Administration, or a related field.
* Proven track record of success in sales, financial advisory, or a customer-facing role within the banking or financial services industry.
* Strong understanding of various financial products, including deposits, loans, investments, and insurance.
* Excellent communication, interpersonal, and presentation skills.
* Ability to build rapport and trust with clients from diverse backgrounds.
* Strong analytical and problem-solving abilities to assess client needs and recommend appropriate solutions.
* Results-oriented with a strong drive to achieve sales targets.
* Possession of relevant industry certifications (e.g., FIMM, PCE, CEILI) is an added advantage.
* Proficiency in Microsoft Office Suite.
* Fluent in English and Bahasa Malaysia; proficiency in other languages is a plus.
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.
