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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 and investment products.
Job Responsibilities**
* Develop and maintain strong relationships with individual clients, understanding their financial needs and aspirations.
* Conduct thorough financial needs analysis to identify suitable banking, investment, insurance, and lending products.
* Present and explain complex financial products and services clearly and concisely to clients.
* Provide personalized financial planning advice, including retirement planning, wealth management, and investment strategies.
* Monitor client portfolios and provide regular updates and recommendations based on market conditions and client objectives.
* Ensure compliance with all internal policies, procedures, and relevant regulatory requirements.
* Actively participate in sales campaigns and initiatives to achieve individual and team sales targets.
* Collaborate with other departments within RHB Bank to offer integrated financial solutions to clients.
* Keep abreast of market trends, economic developments, and new product offerings to effectively advise clients.
Job Qualifications**
* Bachelor's degree in Finance, Economics, Business Administration, or a related field.
* Proven experience in financial advisory, sales, or banking, preferably within a retail banking environment.
* Strong understanding of various financial products including deposits, loans, investments (unit trusts, bonds, equities), and insurance.
* Excellent communication, interpersonal, and presentation skills.
* Strong analytical and problem-solving abilities.
* Ability to build rapport and trust with clients.
* Results-oriented with a strong drive to achieve sales targets.
* Relevant industry certifications (e.g., FIMM, PCE, CUTE, TBE) are a significant advantage.
* Proficiency in Microsoft Office Suite.
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.
