Jobs Companies RHB Bank Personal Financial Consultant

About this Personal Financial Consultant role at RHB Bank

RHB Bank · Onsite · Selangor

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**

* Build and maintain strong relationships with individual clients, understanding their financial needs and aspirations.
* Conduct in-depth financial needs analysis and develop tailored financial plans covering areas such as savings, investments, insurance, and retirement planning.
* Recommend and cross-sell appropriate RHB Bank products and services, including deposits, loans, unit trusts, insurance, and other wealth management solutions.
* Monitor client portfolios and market trends, providing regular updates and adjustments to financial plans as needed.
* Educate clients on various financial products, market conditions, and investment strategies.
* Achieve sales targets and contribute to the overall growth of the retail banking segment.
* Ensure full compliance with all internal policies, procedures, and external regulatory requirements.
* Collaborate with other departments within the bank to provide holistic financial solutions to clients.
* Participate in ongoing training and development to enhance product knowledge and advisory skills.

 

Ready to apply to RHB Bank?
Apply to RHB Bank

About RHB Bank

A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses

See all jobs at RHB Bank →

Similar jobs

Sign up for suggestions tailored to the jobs you open and the searches you save.

More jobs at RHB Bank

See all jobs at RHB Bank →

Apply now
🤖

Whoa — hold up

JobsRadar was built for real people having a rough time in their job search — not for automated requests. You're clicking way too fast and you're now temporarily blocked.

Come back later. If you're genuinely job hunting, we've got your back — just act like a human.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Get an edge on your job hunt.

Join our Telegram channel for the stuff that helps you land the role — salary benchmarks, the weekly market pulse, and new-feature drops. No spam, just signal.

Join the channel — it's free