Position Overview
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
- Proactively identify and engage with prospective clients to understand their financial needs and objectives.
- Conduct thorough financial needs analyses, including investment, insurance, retirement, and estate planning.
- Develop and present personalized financial plans and recommendations to clients, aligning with RHB Bank's product offerings.
- Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
- Build and maintain strong, longβterm relationships with clients, providing ongoing financial guidance and excellent customer service...