Summary
Location
Singapore
Type
full-time
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About this role
Reporting to the Team Supervisor, you will be providing Wealth and Insurance portfolio management to the Bank's clients. In addition, you are to acquire customers to join RHB Mass Banking as part of ongoing strategy of the Bank. If you are service-oriented and have strong interpersonal skills, we welcome you to join us and develop a rewarding relationship with us.
Responsibilities:
- Providing financial advisory to clients offering wealth management solution including insurance, unit trusts, FX and deposits
- Take a consultative approach to understanding every client's needs and recommending the right solutions to solve their financial problems and achieve financial freedom
- Cross-selling of full range wealth management products to meet customers’ needs
- Providing clients with timely information and advice to their financial needs
- To engage customers through branch banking , tele-appointments, customer referrals.
- Cultivate partnerships with segment partners to obtain and provide referrals
- Proactively develop and establish long term relationships with clients and provide good after-sales service to them\
- Establish new relationships and manage existing relationship to generate new AUM
Other facts
About RHB Banking Group
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.
What you'll do
- The Personal Financial Consultant will provide financial advisory services to clients, focusing on wealth management solutions including insurance and investments. Additionally, the role involves acquiring new customers and maintaining long-term relationships to enhance the bank's portfolio.
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