jobs in RHB Banking Group

RHB Banking Group Hiring! Full Time Personal Financial Consultant in Sabah - Ricebowl

Personal Financial Consultant

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Working Location

  • Kota Kinabalu Sabah Malaysia

Job Description

Responsibilities

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 and investment products.

Job Responsibilities**

  • Develop and maintain strong relationships with individual clients, understanding their financial needs and aspirations.
  • Conduct thorough financial needs analysis to identify suitable banking, investment, insurance, and lending products.
  • Present and explain complex financial products and services clearly and concisely to clients.
  • Provide personalized financial planning advice, including retirement planning, wealth management, and investment strategies.
  • Monitor client portfolios and provide regular updates and recommendations based on market conditions and client objectives.
  • Ensure compliance with all internal policies, procedures, and relevant regulatory requirements.
  • Actively participate in sales campaigns and initiatives to achieve individual and team sales targets.
  • Collaborate with other departments within RHB Bank to offer integrated financial solutions to clients.
  • Keep abreast of market trends, economic developments, and new product offerings to effectively advise clients.

Job Qualifications**

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Proven experience in financial advisory, sales, or banking, preferably within a retail banking environment.
  • Strong understanding of various financial products including deposits, loans, investments (unit trusts, bonds, equities), and insurance.
  • Excellent communication, interpersonal, and presentation skills.
  • Strong analytical and problem-solving abilities.
  • Ability to build rapport and trust with clients.
  • Results-oriented with a strong drive to achieve sales targets.
  • Relevant industry certifications (e.g., FIMM, PCE, CUTE, TBE) are a significant advantage.
  • Proficiency in Microsoft Office Suite.

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