Penang, Malaysia · On-site
Here's a job description for a Personal Financial Consultant at RHB Bank Berhad: Personal Financial Consultant Company:** RHB Bank Berhad --- Job Summary The Personal Financial Consultant at RHB Bank Berhad is responsibl…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Advisory, Financial Needs Analysis
Kuching, Sarawak, Malaysia · On-site
Sales • Solicit and promote sales of ASB products • Achieve individual sales targets and contribute towards to achievement of Group targets • Prepare and pro-actively execute sales plans for prospective customers, using …
Skills: Sales Prospecting, Cross Selling, Customer Relationship Management, Lead Generation, Retail Banking
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Sales Actively solicit and promote sales of Personal Financing-i (PF-i) products. Achieve individual sales targets and contribute to the overall Group sales objectives. Prepare and proactively execute sales plans for pot…
Skills: Sales, Customer Service, Negotiation, Cross-selling, Interpersonal Skills
Kuala Lumpur, Kuala Lumpur, Malaysia · Hybrid
About the Role We are seeking a highly motivated Associate to join our Corporate Finance team at RHB Investment Banking. In this role, you will be responsible for supporting a wide range of corporate finance transactions…
Skills: Financial Analysis, Valuation Modeling, Due Diligence, Mergers and Acquisitions, Equity Capital Markets
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
About the Role We are seeking a driven and experienced Senior Client Relationship Manager to join RHB Asset Management. In this role, you will be responsible for expanding and maintaining strong client relationships, dri…
Skills: Client Relationship Management, Asset Growth, Client Acquisition, Revenue Generation, Investment Solutions
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Assist to execute overall SME Deposits Ecosystem business proposition through targeted initiatives and strategies.Assist SL to strategize to increase Mass SME & targeted sector customers’ product holdings and business tr…
Skills: Business Strategy, SME Banking, Deposit Growth, Customer Retention, Stakeholder Collaboration
Malaysia · On-site
About the Role We are seeking a highly skilled and client-focused Senior Relationship Manager to join our Family Office team at RHB Investment Banking. In this role, you will play a key part in helping achieve the sales …
Skills: Relationship Management, Wealth Management, Sales Acumen, Client Service Orientation, People Management
Kuala Terengganu, Terengganu, Malaysia · On-site
Manage a retail branch that caters to all retail and commercial market segments offering a wide range of products and services in a high growth areaTo engage, manage and address business requirements and financial needs …
Skills: Branch Management, Retail Banking, Commercial Banking, Sales Leadership, Relationship Management
Kuala Terengganu, Terengganu, Malaysia · On-site
Develop, implement and manage the center sales plan to achieve the CBBC’s targetBuild up market share of commercial loans in respective regionsResponsible for deposits growthReview weekly sales targets / activities and i…
Skills: Sales Planning, Commercial Lending, Credit Quality Monitoring, Relationship Management, Cross Selling
Penang, 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
Ipoh, Perak, Malaysia · On-site
Job Description Here's a job description for a Personal Financial Consultant at RHB Bank Berhad: Personal Financial Consultant Company:** RHB Bank Berhad --- Job Summary The Personal Financial Consultant at RHB Bank Berh…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Advisory, Financial Needs Analysis
Selangor, 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
Kedah, Malaysia · On-site
Sales • Solicit and promote sales of PF-i products • Achieve individual sales targets and contribute towards to achievement of Group targets • Prepare and pro-actively execute sales plans for prospective customers, using…
Skills: Sales Prospecting, Cross Selling, Customer Relationship Management, Lead Generation, Retail Banking
Port Klang, Selangor, Malaysia · On-site
Job Responsibilities: Sales Solicit and promote sales of Personal Financing & Personal Financing-Islamic productsAchieve individual sales targets and contribute towards to achievement of Group targetsPrepare and pro-acti…
Skills: Sales, Negotiation, Cross Selling, Customer Service, Financial Product Knowledge
Kota Damansara, Selangor, Malaysia · On-site
Sales: Solicit and promote sales of PF-i products.Achieve individual sales targets and contribute towards Group targets.Prepare and proactively execute sales plans for prospective customers using internal marketing and s…
Skills: Sales, Customer Service, Negotiation, Interpersonal Skills, Cross-selling
Parit Buntar, Perak, Malaysia · On-site
Primary Objective: • Solicit and promote sales of Personal Financing (PF) products to achieve business KPIs • Deliver superior customer experience Key Responsibilities: Sales • Solicit and promote sales of PF products • …
Skills: Sales, Customer Service, Negotiation, Interpersonal Skills, Cross Selling
Malacca City, Malacca, Malaysia · On-site
Sales • Solicit and promote sales of PF products. • Achieve individual sales targets and contribute towards the achievement of Group targets. • Prepare and pro actively execute sales plans for prospective customers, usin…
Skills: Sales Prospecting, Cross Selling, Customer Relationship Management, Lead Generation, Sales Planning
Subang Jaya, Selangor, Malaysia · On-site
Sales Solicit and promote sales of Personal Financing & Personal Financing-Islamic productsAchieve individual sales targets and contribute towards to achievement of Group targetsPrepare and pro-actively execute sales pla…
Skills: Sales, Negotiation, Cross Selling, Customer Service, Personal Financing
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Job Description To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets To promote and professionally sell …
Skills: Wealth Management, Bancassurance, Retail Banking, Sales Planning, Customer Acquisition
Bukit Mertajam, Penang, Malaysia · On-site
Here's a job description for a Personal Financial Consultant at RHB Bank Berhad: Personal Financial Consultant Company:** RHB Bank Berhad --- Job Summary The Personal Financial Consultant at RHB Bank Berhad is responsibl…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Advisory, Financial Needs Analysis
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The role involves building client relationships and conducting comprehensive financial needs analyses to provide tailored banking and investment solutions. The consultant is responsible for achieving sales targets and regularly reviewing client portfolios to ensure alignment with financial goals.
Candidates must hold a bachelor's degree in Finance or a related field and have 2-3 years of experience in financial services. Proficiency in English and Bahasa Malaysia is required, and industry certifications like FIMM or PCE are highly advantageous.
Here's a job description for a Personal Financial Consultant at RHB Bank Berhad:
Personal Financial Consultant
Company:** RHB Bank Berhad
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Job Summary
The Personal Financial Consultant at RHB Bank Berhad is responsible for building and nurturing client relationships, providing expert financial advice, and offering tailored banking and investment solutions to help individuals achieve their financial goals.
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Job Responsibilities
Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
Conduct comprehensive financial needs analysis, including assessing risk tolerance, investment horizons, and financial aspirations.
Develop and present personalized financial plans and recommendations covering areas such as savings, investments, insurance, retirement planning, and wealth management.
Advise clients on a range of RHB Bank's products and services, including deposits, loans, unit trusts, insurance products, and other investment instruments.
Achieve individual and team sales targets and key performance indicators (KPIs) for product penetration and client acquisition.
Regularly review and update client portfolios to ensure alignment with their evolving financial situation and market conditions.
Maintain accurate and up-to-date client records and comply with all regulatory requirements and internal policies.
Stay informed about market trends, economic conditions, and new product offerings to provide relevant and timely advice.
Collaborate with other departments within RHB Bank to ensure a seamless client experience and cross-selling opportunities.
Participate in ongoing training and development programs to enhance product knowledge and advisory skills.
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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, preferably in a client-facing role such as financial advisory, wealth management, or retail banking.
Possession of relevant industry certifications (e.g., FIMM, PCE, CUTE) is highly advantageous.
Strong understanding of financial products, investment principles, and wealth management strategies.
Excellent communication, interpersonal, and presentation skills with the ability to build rapport and trust with clients.
Demonstrated sales acumen with a proven track record of achieving targets.
Ability to work independently and as part of a team in a fast-paced environment.
Strong analytical and problem-solving skills.
High level of integrity and commitment to ethical conduct.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
* Fluency in English and Bahasa Malaysia is required; proficiency in other local languages is an added advantage.
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
