- Proactively acquire new clients and expand existing client relationships through various channels, including referrals, networking, and outreach activities.
- Conduct thorough financial needs analysis for individual clients to understand their financial situation, goals, and risk tolerance.
- Develop and present tailored financial plans and solutions, encompassing a wide range of products such as deposits, loans, investments, insurance, and wealth management services.
- Advise clients on suitable financial products and services offered by RHB Bank Berhad, ensuring alignment with their financial objectives.
- Monitor client portfolios and market trends, providing regular updates and recommendations to optimize financial performance and mitigate risks.
- Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements in financial advisory services.
- Achieve individual sales targets and contribute to the overall team's performance.
- Stay updated with industry knowledge, product developments, and economic trends to provide accurate and relevant advice.
- Participate in training programs and continuous professional development initiatives.
Job Requirements:
- Bachelor's degree in Banking, Finance, Business Administration, Economics, or a related field.
- Proven experience in financial advisory, sales, or relationship management within the banking or financial services industry, preferably with a focus on retail clients.
- Possession of relevant industry licenses and certifications (e.g., FIMM, PCE, CUTE, TBE) is highly advantageous.
- Strong understanding of financial products, investment instruments, insurance, and wealth management principles.
- Excellent interpersonal, communication, and presentation skills with the ability to build rapport and trust with clients.
- Demonstrated ability to identify client needs and propose effective financial solutions.
- Results-oriented with a strong drive to achieve sales targets.
- High level of integrity, professionalism, and ethical conduct.
- Ability to work independently and as part of a team in a fast-paced environment.
Skills Required
- Bachelor's degree in Banking, Finance, Business Administration, Economics, or a related field
- Proven experience in financial advisory, sales, or relationship management
- Possession of relevant industry licenses and certifications (e.g., FIMM, PCE, CUTE, TBE)
- Strong understanding of financial products, investment instruments, insurance, and wealth management principles
- Excellent interpersonal, communication, and presentation skills
- Demonstrated ability to identify client needs and propose effective financial solutions
- Results-oriented with a strong drive to achieve sales targets
- High level of integrity, professionalism, and ethical conduct
- 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.
