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Personal Financial Consultant

Company

RHB Banking Group

Location

, sarawak, malaysia, Malaysia

Type

Full-time

Job Summary: As a Personal Financial Consultant at RHB Bank Berhad, you will be responsible for providing comprehensive financial advice and solutions to individual clients, helping them achieve their financial goals through a range of banking products and services.

Job Responsibilities

  • Proactively identify and engage with prospective clients to understand their financial needs and objectives.
  • Conduct thorough financial needs analyses, including investment, insurance, retirement, and estate planning.
  • Develop and present personalized financial plans and recommendations to clients, aligning with RHB Bank's product offerings.
  • Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
  • Build and maintain strong, long‑term relationships with clients, providing ongoing financial guidance and excellent customer service...

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