Personal Financial Consultant • RHB Bank Berhad

The Personal Financial Consultant at RHB Bank Berhad is responsible for building and nurturing client relationships, providing expert financial advice, and offering tailored banking and investment solutions to help individuals achieve their financial goals.

Responsibilities

• Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
• Conduct comprehensive financial needs analysis, including assessing risk tolerance, investment horizons, and financial aspirations.
• Develop and present personalized financial plans and recommendations covering areas such as savings, investments, insurance, retirement planning, and wealth management.
• Advise clients on a range of RHB Bank's products and services, including deposits, loans, unit trusts, insurance products, and other investment instruments.
• Achieve individual and team...