Personal Financial Consultant

PRIMARY OBJECTIVE

• 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.

A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family.

At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.