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
Shah Alam, 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
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
MORTGAGE FINANCIAL TARGET To achieve personal sales target To achieve MRTA penetration rate of 80% SALES PRODUCTIVITY To deliver min sales productivity of 2.5 mil per monthTo service and strengthen our business relations…
Skills: Mortgage Sales, Relationship Management, Compliance Risk Management, KYC, Anti-Money Laundering
Singapore · On-site
About the Role We are seeking a highly motivated Manager, Treasury Processing Centre to join our team at RHB Banking Group. In this role, you will be responsible for overseeing end-to-end Treasury processing activities, …
Skills: Treasury Operations, Trade Settlement, Risk Management, Stakeholder Management, Operational Control
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Key Responsibilities Strategy & Planning Develop, implement and manage business plan to maximize sales and achieve target & business KPIs Sales Management Establish and ensure sales targets are met by all staffs Personal…
Skills: Sales Management, Business Planning, Team Leadership, Coaching and Mentoring, Customer Relationship Management
Kuching, Sarawak, Malaysia · On-site
Job Summary** As a Personal Financial Consultant at RHB Bank Berhad, you will be instrumental in helping clients achieve their financial goals through expert advice and tailored solutions. You will build lasting relation…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Financial Needs Analysis, Investment Advisory
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
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, Banking, or a related field with 2-3 years of experience in financial services. Proficiency in English and Bahasa Malaysia is required, and industry certifications like FIMM, PCE, or CUTE are highly advantageous.
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 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.
---
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.
---
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
