About this role
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 engage with existing and potential clients to understand their financial needs, objectives, and risk appetite. * Conduct thorough financial needs analysis, including investment, insurance, savings, and loan requirements. * Develop and present tailored financial plans and recommendations to clients, covering a spectrum of RHB Bank's products such as deposits, loans, credit cards, unit trusts, insurance, and wealth management solutions. * Educate clients on various financial products and services, ensuring they make informed decisions. * Maintain strong relationships with clients through regular communication, reviews, and exceptional customer service. * Achieve individual sales targets and contribute to the overall branch/team performance. * Stay updated with market trends, financial regulations, and new product offerings. * Ensure all sales activities comply with internal policies, procedures, and regulatory requirements. * Collaborate with other departments within the bank to provide holistic financial solutions to clients. * Handle client queries, resolve issues, and provide ongoing support effectively.
Job Qualifications:**
* Bachelor's degree in Finance, Business Administration, Economics, or a related field. * Proven track record in sales, preferably within the banking or financial services industry. * Strong understanding of financial products and services, including investments, insurance, and loans. * Excellent communication, interpersonal, and presentation skills. * Ability to build rapport and establish trust with clients. * Goal-oriented with a strong drive to achieve sales targets. * Possess relevant financial certifications (e.g., FIMM, PCE, CEILI) are highly advantageous. * Ability to work independently and as part of a team in a fast-paced environment. * High level of integrity and professionalism. * Proficiency in Microsoft Office Suite. * Fresh graduates with a strong passion for finance and sales are encouraged to apply.