Provide holistic private banking and wealth management solutions across investments, discretionary/advisory mandates, structured products, financing, liquidity, and wealth planning .
Partner closely with Investment Advisors, Product Specialists, Credit, Wealth Planning, and other internal stakeholders to deliver tailored client solutions.
Provide clients with timely market insights, portfolio reviews, investment ideas, and appropriate rebalancing recommendations.
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Advise clients on a range of RHB Bank's products and services, including deposits, loans, unit trusts, insurance products, and other investment instruments.
Achieve individual and team sales targets and key performance indicators (KPIs) for product penetration and client acquisition.
Regularly review and update client portfolios to ensure alignment with their evolving financial situation and market conditions.
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Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
Degree or Diploma holder
Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs
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