Personal Financial Consultant

Responsibilities

• Proactively acquire new clients and expand existing client relationships through various channels, including referrals, networking, and outreach activities.
• Conduct thorough financial needs analysis for individual clients to understand their financial situation, goals, and risk tolerance.
• Develop and present tailored financial plans and solutions, encompassing a wide range of products such as deposits, loans, investments, insurance, and wealth management services.
• Advise clients on suitable financial products and services offered by RHB Bank Berhad, ensuring alignment with their financial objectives.
• Monitor client portfolios and market trends, providing regular updates and recommendations to optimize financial performance and mitigate risks.
• Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements in financial advisory services.
• Achieve individu...