Personal Financial Consultant
RHB Banking Group
Job Description Here's a job description for a Personal Financial Consultant at RHB Bank Berhad: Personal Financial Consultant Company:** RHB Bank Berhad Job Summary The Personal Financial Consultant at RHB Bank Berhad is responsible for building and nurturing client relationships, providing expert financial advice, and offering tailored banking and investment solutions to help individuals achieve their financial goals. Job Responsibilities
- Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
- Conduct comprehensive financial needs analysis, including assessing risk tolerance, investment horizons, and financial aspirations.
- Develop and present personalized financial plans and recommendations covering areas such as savings, investments, insurance, retirement planning, and wealth management.
- 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.
- Maintain accurate and up-to-date client records and comply with all regulatory requirements and internal policies.
- Stay informed about market trends, economic conditions, and new product offerings to provide relevant and timely advice.
- Collaborate with other departments within RHB Bank to ensure a seamless client experience and cross-selling opportunities.
- Participate in ongoing training and development programs to enhance product knowledge and advisory skills.
- Bachelor's degree in Finance, Banking, Business Administration, Economics, or a related field.
- Minimum of 2-3 years of experience in financial services, preferably in a client-facing role such as financial advisory, wealth management, or retail banking.
- Possession of relevant industry certifications (e.g., FIMM, PCE, CUTE) is highly advantageous.
- Strong understanding of financial products, investment principles, and wealth management strategies.
- Excellent communication, interpersonal, and presentation skills with the ability to build rapport and trust with clients.
- Demonstrated sales acumen with a proven track record of achieving targets.
- Ability to work independently and as part of a team in a fast-paced environment.
- Strong analytical and problem-solving skills.
- High level of integrity and commitment to ethical conduct.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Fluency in English and Bahasa Malaysia is required; proficiency in other local languages is an added advantage.
Vacancy posted 9 days ago
Similar jobs that could be interesting for youBased on the Personal Financial Consultant in Perak vacancy
- ...Perak. In this role, you will act as a key finance business partner to senior management and operational leaders, providing financial insights and recommendations to drive business performance, profitability, and continuous improvement. This is an on-site, operational...Perak22 days ago
- Responsibilities Support Parts Manager on a day-to-day operation Ensure smooth running of the parts store operation and workshop support on parts requirements. Facilitate stores smooth operation flow according to standard and safety procedures. Oversees the...
eurokars group indonesia
Perak21 days ago - ...can make a difference too. Accountabilities Job Description Achieve PFC ASB Financing, Smart Money, Education Financing, Personal Financing, ASNB Variables, Bancassurance & Banca Takaful, Credit Card targets as assigned. Achieve branch business referral target...
affin group
Lumut, Perak2 days ago - ...checks to ensure that all food handlers practice good food and personal hygiene when preparing food. Responsible for managing the... ...invest in Hilton shares at a 15% discount to help build your financial future Personalized caregiving support – Access dedicated caregiving...
Hilton
Perak3 days ago - ...forward, while collaboratively driving operational excellence and financial rigor. They must possess superior finance acumen, a business... ...and momentum of Teleflex, while exhibiting the highest personal and professional standards of integrity and ethics. Outstanding...
Teleflex
Perak25 days ago - ...or phase-out activities. # Be the first-line primary contact person for the customer on all queries relating to credit, deposits and... ...due diligence when on-boarding a new customer. # To perform financial & risk analysis, evaluation and decision-making and to submit well...
CIMB Group
Perak2 days ago - ...make a difference. We continuously innovate to transform our financial services landscape - making banking better and easier. Join us... ..., regulatory, product knowledge, customer services and other personal development and growth. To incorporate AFFINBANK's DNA...
affin group
Peraka month ago - ...and email) • Process payments and confidential client information in a manner that is precise and safeguards the customer's personal and financial payment data at all times • Proactively support customers to mitigate the risk of damage to the client's brand and...
TP Health
Perak2 days ago - ...make a difference. We continuously innovate to transform our financial services landscape - making banking better and easier. Join us... ...a difference. JOB PORPOSE Plans, solicits and promotes Personal Financing-i products through effective communication and...
affin group
Ipoha month ago - ...OCBC Representatives”) collecting, using and disclosing your personal data for purposes reasonably required by the OCBC Group and... ...and which you confirm you have read and understood.Personal Financial Consultant page is loaded## Personal Financial Consultantremote type: Onsitelocations...
OCBC company
Ipoh4 days ago - ...and email) • Process payments and confidential client information in a manner that is precise and safeguards the customer's personal and financial payment data at all times • Proactively support customers to mitigate the risk of damage to the client's brand and...
TP Health
Perak2 days ago - -Assist in preparing and reviewing management accounts, financial statements and financial analysis reports to ensure accuracy and timely submission. -Support the full set of accounts, including Accounts Payable (AP), Accounts Receivable (AR), General Ledger (GL), inventory...
- ...and strategic and operational direction of shops, or of organizational units within shops that sell particular types of product. Tasks include - Determining product mix, stock levels and service standards; Maintaining records of stock levels and financial transactions;
- ...is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to... ...should be reviewed and discussed between you and your manager. Personal Banking Relationship Manager Why Join Imagine building long-...
Ocbc Bank
Taiping17 days ago - ...site mobilization, installation progress, testing & commissioning and energization. Chair project progress meetings with client, consultants, contractors and stakeholders; prepare and submit weekly and monthly progress reports. Implement QA/QC procedures to ensure...
ditrolic energy
Perak2 days ago - ...service, sales achievement, and staff development. Responsibilities: Provide medication review, dispensing, health screening, consultation and counselling services. Provide excellent service and maintain good relationship with customers. Manage and oversee...
sunway multicare pharmacy
Peraka month ago - ...to enquiries for functions (by telephone and walk-in guest). Assess the physical requirements of the proposed function (no. of person, time, and type of function) and reserve an appropriate venue for the client in the banquet reservation system. Discuss with managers...
Hilton
Perak2 days ago - ...Sales Representatives -Fitness Sales Consultant and more **As long as you have at least... ...our bancassurance products. -Conducting financial assessments to understand clients' needs... ...surrounding branches. -Possess good personal record without ccris and ctos issue. -...
- ...Be disciplined and adhere to proper work practices at all times for yourself and team members assigned to you. Maintain good personal hygiene, clean uniforms, proper sanitation and cleanliness of the workstations and work tools. Be aware of the dangers of contaminated...
Hilton
Perak2 days ago - ...direct purchase and demand forecast roll-up plans submitted by country planners, ensuring a clear understanding of the root causes of financial gaps to the plan and significant changes in demand forecasts. Act as the main point of contact for the Supply Chain team on NPI...
Teleflex
Perak4 days ago - ...distribution network that supports continuous cement production operations. The role holder acts as the site's designated competent person for all 132kV HV electrical activities and serves as the principal interface between plant operations, maintenance teams, NLDC, and...
hume cement industries berhad
Perak9 days ago - ...Create the future with Affin! You too can make a difference. We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work....
affin group
Perak23 days ago - ...Post and allocate all the payment received from cheque/telegraphic transfer into system and pass to Finance Secretary (or designated person) for recording prior to General Cashier depositing the payment. Ensures the maintenance of an accurate record of all monies due...
Hilton
Perak22 days ago - ...Maintenance of sufficient stock level at all times. # Nutritional consultation and deliver excellent product advice to our customers. #... ...skills, adaptable and result-oriented. # Possess outgoing personality, positive and high energy level. # Applicants must be...
Watsons Malaysia
Perak1 day ago - ...NCR), Site Observation Reports (SOR), and monitor corrective and preventive actions until closure. Coordinate with contractors, consultants, suppliers, and project teams to resolve quality-related issues. Verify that all completed works meet contractual and client...
ditrolic energy
Perak23 days ago - ...CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It's a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between...
Ocbc Bank
Perak9 days ago - ...research grants endorsed by the Research Institutes to attain impactful and meaningful research, innovation, commercialisation and consultancy projects that benefit the industry, society and university. • Publications Contribute to university's publication works by...
Universiti Teknologi PETRONAS
Perak17 days ago - ...Requirements Native-level Japanese proficiency, able to confidently support users on complex, written interactions related to financial and crypto products (reading & typing mandatory). Strong command of English, written and spoken. Experience in Customer Service...
- ...Learning & Alumni Value Creation Support the implementation of lifelong learning initiatives that promote continuous professional and personal development among alumni. Coordinate alumni rewards, recognition and value-added programmes to enhance the alumni experience....
Universiti Teknologi PETRONAS
Perak2 days ago MYR 2,400 per year
...areas: Process Integration, Process Systems Engineering, Energy Management, Pinch Analysis, Energy Efficiency, Circular Economy Financial support: UTP Graduate Assistantship (GA) Scheme Start date: September 2026 UTP GA Scheme details: Open for full-time PhD...Universiti Teknologi PETRONAS
Perak3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Financial Consultant. Be the first to apply!
