Personal Financial Consultant – RHB Bank
Role Summary
The Personal Financial Consultant is responsible for building and maintaining strong relationships with individual clients. This role involves understanding clients' financial goals and providing expert advice and solutions to help them achieve financial well-being.
Job Description
As a Personal Financial Consultant at RHB Bank Berhad, you will engage with clients daily, offering tailored financial advice and solutions in a dynamic banking environment. You will act as a trusted advisor, ensuring clients are well-informed about their financial options and opportunities.
Key Responsibilities:
- Build and maintain strong relationships with individual clients.
- Understand clients' financial goals and needs.
- Provide expert advice on a comprehensive range of financial products and services.
- Assess client needs and recommend appropriate financial solutions.
- Conduct regular follow-ups to ensure client satisfaction and retention.
- Meet or exceed sales targets through effective client engagement.
- Stay updated on financial products, market trends, and regulatory changes.
Job Requirements
Bachelor's degree in Finance, Economics, Business Administration, or a related field.
Proven experience (minimum 2-3 years) in personal financial advisory, sales, or banking, preferably within a retail banking environment.
Possession of relevant financial licenses/certifications (e.g., FIMM, PCE, CEILI, TBE) is highly advantageous.
Strong analytical and problem-solving abilities.
Excellent communication and interpersonal skills.
Quick Info
Company
RHB Bank
Location
Kuala Lumpur
Salary
—
Skills Required
6 skills
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Required Skills
Financial Advisory
Client Relationship Management
Sales
Communication
Analytical Skills
Problem-Solving
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