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**
* Build and maintain strong relationships with individual clients, understanding their financial needs and aspirations. * Conduct in-depth financial needs analysis and develop tailored financial plans covering areas such as savings, investments, insurance, and retirement planning. * Recommend and cross-sell appropriate RHB Bank products and services, including deposits, loans, unit trusts, insurance, and other wealth management solutions. * Monitor client portfolios and market trends, providing regular updates and adjustments to financial plans as needed. * Educate clients on various financial products, market conditions, and investment strategies. * Achieve sales targets and contribute to the overall growth of the retail banking segment. * Ensure full compliance with all internal policies, procedures, and external regulatory requirements. * Collaborate with other departments within the bank to provide holistic financial solutions to clients. * Participate in ongoing training and development to enhance product knowledge and advisory skills.