Ipoh, Perak, Malaysia · On-site
Job Summary:** As a Personal Financial Consultant at RHB Bank Berhad, you will be responsible for building and maintaining strong client relationships, providing expert financial advice, and helping individuals achieve t…
Skills: Financial planning, Wealth management, Client relationship management, Sales, Investment advisory
Perak, Malaysia · On-site
JOB DESCRIPTION – PERSONAL BANKER BANCASSURANCE PRIMARY OBJECTIVE · To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB…
Skills: Sales, Bancassurance, Life Insurance, Customer Relationship Management, Cross Selling
Seremban, Negeri Sembilan, Malaysia · On-site
· To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine · To professionally sell a wide range of ba…
Skills: Sales, Bancassurance, Relationship Management, Life Insurance, Customer Service
Singapore · On-site
Primary Objective To ensure recommendations and approvals for new and review loans result in no more than 2% of loans turning NPL within 12 months and approval turnaround time is met by: Conducting credit risk evaluation…
Skills: Credit risk evaluation, Corporate lending, SME lending, Retail lending, Credit analysis
Singapore · On-site
About the Role We are seeking a highly motivated Junior Dealer, Institutional Equities to join our Institutional Equities team at RHB Investment Bank. In this role, you will be responsible for supporting institutional cl…
Skills: Client Relationship Management, Equities Trading, Stock Analysis, Market Research, Cross Selling
Singapore · On-site
About the Role We are seeking a highly motivated Manager, Loan Documentation to join our Retail Banking Operations team at RHB Banking Group. In this role, you will be responsible for overseeing end-to-end post-approval …
Skills: Loan documentation, Retail banking operations, Compliance, Regulatory requirements, Credit facilities
Selangor, Malaysia · On-site
What you'll be doing Proactively identify and engage with potential customers to understand their financial needs and property goalsEvaluate customer financial profiles and recommend suitable mortgage products and soluti…
Skills: Mortgage Sales, Financial Sales, Lead Generation, Customer Relationship Management, Consultative Sales
Selangor, Malaysia · On-site
What you'll be doing Proactively identify and engage with potential customers to understand their financial needs and property goalsEvaluate customer financial profiles and recommend suitable mortgage products and soluti…
Skills: Mortgage Sales, Financial Sales, Lead Generation, Sales Conversion, Relationship Building
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
We are seeking a highly motivated Team Member - Private Trust & Estate Administration to join our team. In this role, you will be responsible for administering and managing private trust and estate portfolios, ensuring t…
Skills: Trust administration, Estate management, Fiduciary services, Legal compliance, Regulatory compliance
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
We are seeking a highly motivated Team Member - Will/Wasiat/Estate to join our team. In this role, you will be responsible for administering and managing matters related to wills, wasiat, trusts, and estate administratio…
Skills: Estate administration, Wills, Wasiat, Trusts, Legal compliance
Johor, Malaysia · On-site
Sales Planning & Activities Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.Actively participate and collaborate with other sales personn…
Skills: Sales planning, Wealth advisory, Portfolio management, Customer acquisition, Cross-selling
Special capital Region of Jakarta, Java, Indonesia · On-site
Key Individual Accountabilities Conducting applications perform testing in development server before it is implemented.Establishing a detailed program specification through discussion with clients;Implement new applicati…
Skills: Application Support, Database Administration, SQL, Performance Tuning, Database Security
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
About the role We are seeking a highly motivated Associate to join our Legal, Documentation & Internal Processes at RHB Malaysian Trustees Berhad (MTB). In this role, you will be responsible for supporting operational ma…
Skills: Legal documentation, Compliance, Risk management, Covenant monitoring, Due diligence
Petaling Jaya, Selangor, Malaysia · On-site
What you'll be doing Proactively identify and engage with potential customers to understand their financial needs and property goalsEvaluate customer financial profiles and recommend suitable mortgage products and soluti…
Skills: Mortgage sales, Financial analysis, Lead generation, Sales conversion, Relationship management
Selangor, Malaysia · On-site
What you'll be doing Proactively identify and engage with potential customers to understand their financial needs and property goalsEvaluate customer financial profiles and recommend suitable mortgage products and soluti…
Skills: Mortgage Sales, Financial Sales, Lead Generation, Customer Relationship Management, Consultative Sales
Special capital Region of Jakarta, Java, Indonesia · On-site
Key Responsibilities; Manage customer credit scoringPrepare the daily dashboard report contains regular and margin transactionDaily monitoring of regular client on the late payment and force sellDaily monitoring of margi…
Skills: Credit Scoring, Dashboard Reporting, Transaction Monitoring, Risk Exposure Monitoring, Margin Call Management
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Project management and planning of product onboarding roadmap via digital platforms.Success of digitally acquired customers across all retail products.Making data driven and informed decisions to improve acquisition cost…
Skills: Project management, Product onboarding, Digital platforms, Data-driven decision making, Customer data analysis
Penang, Malaysia · On-site
Job Description: Maintain and deepen relationships with minimum core portfolio of 120 Middle Market/SME clients.Actively drive primary sales through acquisition of new Middle Market / SME customers and through new loans …
Skills: Credit analysis, Financial analysis, Sales, Networking, Market knowledge
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
About the Role We are seeking a highly motivated Associate to join our Legal, Documentation & Internal Processes team at RHB Malaysian Trustees Berhad (MTB). In this role, you will support legal documentation, covenant m…
Skills: Legal documentation, Covenant monitoring, Compliance, Operational activities, Capital market regulations
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
About the Role We are seeking a highly motivated Senior Team Member, Custodian/Digital Platforms/PDS to join our team at RHB Trustees. In this role, you will be responsible for supporting and managing operational activit…
Skills: Unit Trust Fund Administration, REITs, Custodial services, Investment operations, Capital market operations
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You will be responsible for acquiring new clients and providing expert financial advice to help them achieve their goals through various banking and investment products. Additionally, you will manage client portfolios, ensure regulatory compliance, and meet individual sales targets.
Candidates must hold a bachelor's degree in a relevant field and possess 2-3 years of experience in financial services or wealth management. Strong analytical skills, a customer-centric mindset, and proficiency in Microsoft Office are essential for this role.
Job Summary:
As a Personal Financial Consultant at RHB Bank Berhad, you will be responsible for building and maintaining strong client relationships, providing expert financial advice, and helping individuals achieve their financial goals through a range of banking and investment products.
Job Responsibilities:
Proactively identify and acquire new individual clients, expanding the bank's customer base.
Conduct thorough financial needs analysis for clients, understanding their current financial situation, goals, and risk tolerance.
Develop and present tailored financial plans and solutions, encompassing savings, investments, insurance, loans, and other relevant banking products.
Advise clients on various investment options, including unit trusts, fixed deposits, bonds, and other wealth management products, ensuring alignment with their financial objectives.
Cross-sell and up-sell suitable banking products and services to existing clients based on identified needs.
Monitor client portfolios regularly, providing updates, rebalancing advice, and performance reviews.
Maintain a high level of product knowledge across all RHB Bank's financial offerings and stay informed about market trends and economic developments.
Ensure compliance with all internal policies, procedures, and regulatory requirements.
Build and maintain strong, long-term relationships with clients, fostering trust and loyalty.
Achieve individual sales targets and contribute to the overall branch/team objectives.
* Handle customer inquiries, complaints, and service requests efficiently and professionally.
Job Qualifications:**
Bachelor's degree in Finance, Banking, Business Administration, Economics, or a related field.
Minimum of 2-3 years of experience in financial services, wealth management, or a related sales role, preferably within a banking environment.
Proven track record of achieving sales targets and building strong client relationships.
Strong understanding of financial products, investment instruments, and market dynamics.
Excellent communication, interpersonal, and presentation skills.
Ability to analyze financial data and develop comprehensive financial plans.
Customer-centric mindset with a strong commitment to providing excellent service.
Possession of relevant industry certifications (e.g., FIMM, PCE, CEILI) is a significant advantage.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Ability to work independently and as part of a team in a fast-paced environment.
* High level of integrity and professionalism.
Together We Progress
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.
Offices: Jalan Tun Razak, Kuala Lumpur, Kuala Lumpur 50400, MY
Together We Progress
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.
Offices: Jalan Tun Razak, Kuala Lumpur, Kuala Lumpur 50400, MY
