Job Summary**
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 products and services.
Job Responsibilities**
* Build and maintain strong relationships with individual clients, understanding their financial needs and aspirations.
* Conduct in-depth financial needs analysis and develop tailored financial plans covering areas such as savings, investments, insurance, and retirement planning.
* Recommend and cross-sell appropriate RHB Bank products and services, including deposits, loans, unit trusts, insurance, and other wealth management solutions.
* Monitor client portfolios and market trends, providing regular updates and adjustments to financial plans as needed.
* Educate clients on various financial products, market conditions, and investment strategies.
* Achieve sales targets and contribute to the overall growth of the retail banking segment.
* Ensure full compliance with all internal policies, procedures, and external regulatory requirements.
* Collaborate with other departments within the bank to provide holistic financial solutions to clients.
* Participate in ongoing training and development to enhance product knowledge and advisory skills.
What We Do
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.
