About this role
• 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.
Job Requirements:
• Bachelor's degree in Finance, Economics, Business Administration, or a related field. • Proven track record of success in sales and client relationship management within the financial services industry. • Strong understanding of financial products, investment principles, and market dynamics. • Excellent communication, interpersonal, and presentation skills. • Ability to analyze complex financial information and translate it into clear, actionable advice. • Goal-oriented with a strong drive to achieve sales targets. • Possession of relevant industry certifications (e.g., FIMM, PCE, CUTE) will be an added advantage. • High level of integrity and professionalism. • Ability to work independently and as part of a team. • Proficiency in Microsoft Office Suite.