Job Responsibilities:
• Conduct in-depth financial assessments and analyze clients' financial situations
• Develop and present customized financial plans tailored to clients' specific needs and goals
• Recommend appropriate financial products and services, including investments, insurance, and banking solutions
• Monitor and review clients' portfolios regularly, making adjustments as needed
• Stay up-to-date with market trends, economic conditions, and financial regulations
• Maintain strong relationships with existing clients and actively acquire new clients
• Collaborate with other departments to ensure seamless delivery of financial services
• Achieve and exceed sales targets and performance metrics
• Ensure compliance with all relevant banking regulations and internal policies
• Participate in financial literacy programs and community outreach initiatives
Job Qualifications:
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 3-5 years of experience in financial planning, wealth management, or a similar role
• Valid license(s) for selling financial products and providing financial advice in Malaysia
• Strong knowledge of financial markets, investment products, and risk management strategies
• Excellent analytical and problem-solving skills
• Outstanding communication and interpersonal abilities
• Proficiency in financial planning software and Microsoft Office suite
• Commitment to ethical practices and maintaining client confidentiality
• Ability to work independently and as part of a team
• Fluency in English and Bahasa Malaysia; additional language skills are a plus
Skills Required
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- 3-5 years of experience in financial planning, wealth management, or a similar role
- Valid Malaysian license(s) to sell financial products and provide financial advice
- Strong knowledge of financial markets, investment products, and risk management strategies
- Excellent analytical and problem-solving skills
- Outstanding communication and interpersonal abilities
- Proficiency in financial planning software and Microsoft Office
- Commitment to ethical practices and client confidentiality
- Ability to work independently and collaboratively
- Fluency in English and Bahasa Malaysia
- Additional language 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.
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