Personal Financial Consultant

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.

Responsibilities

• Build and maintain strong relationships with clients, understanding their financial needs, aspirations, and risk profiles.
• Conduct thorough financial needs analysis for clients, including income, expenses, assets, liabilities, and existing financial plans.
• Develop and present customized financial plans and solutions, encompassing savings, investments, insurance, loans, and wealth management products.
• Advise clients on various RHB Bank Berhad products and services, ensuring suitability and alignment with their financial objectives.
• Monitor and review clients' financial portfolios regularly, providing updates and making adjustments as need...