- Proactively identify and acquire new clients, expanding RHB Bank's customer base.
- Conduct comprehensive financial needs analysis for individual clients, including reviewing their current financial situation, risk tolerance, and future aspirations.
- Develop and present customized financial plans and solutions, including but not limited to investment products, insurance, loans, and other banking services, aligning with clients' objectives and RHB Bank's product offerings.
- Provide expert advice on wealth management, retirement planning, education funding, and estate planning.
- Regularly review and update clients' financial portfolios, ensuring they remain aligned with their evolving needs and market conditions.
- Maintain a high level of product knowledge across RHB Bank's full range of financial products and services.
- Ensure compliance with all internal policies, procedures, and regulatory requirements.
- Achieve and exceed sales targets and key performance indicators (KPIs).
- Build and maintain long-term client relationships through excellent service and effective communication.
- Collaborate with other departments within RHB Bank to ensure a seamless client experience.
Job Requirements:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Proven track record of success in sales and client relationship management within the financial services industry.
- Strong understanding of financial products, investment principles, and market dynamics.
- Excellent communication, interpersonal, and presentation skills.
- Ability to analyze complex financial information and translate it into clear, actionable advice.
- Goal-oriented with a strong drive to achieve sales targets.
- Possession of relevant industry certifications (e.g., FIMM, PCE, CUTE) will be an added advantage.
- High level of integrity and professionalism.
- Ability to work independently and as part of a team.
- Proficiency in Microsoft Office Suite.
Skills Required
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Proven track record of success in sales and client relationship management within the financial services industry.
- Strong understanding of financial products, investment principles, and market dynamics.
- Excellent communication, interpersonal, and presentation skills.
- Ability to analyze complex financial information and translate it into clear, actionable advice.
- Goal-oriented with a strong drive to achieve sales targets.
- Possession of relevant industry certifications (e.g., FIMM, PCE, CUTE) will be an added advantage.
- High level of integrity and professionalism.
- Ability to work independently and as part of a team.
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.
