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About this Personal Financial Consultant role at RHB Bank

RHB Bank · Onsite · Selangor

Job Summary
RHB Bank Berhad is seeking a dynamic and results-driven Personal Financial Consultant to join our retail banking team. In this role, you will act as a trusted financial partner to our retail customers, helping them secure their financial future by offering tailored financial planning, wealth management, and banking solutions. You will be responsible for driving sales growth, building long-term customer relationships, and delivering excellent customer service in line with RHB’s commitment to progress and customer-centricity.

Job Responsibilities
* Proactively acquire new retail customers and manage an existing portfolio to cross-sell a wide range of financial products, including wealth management, unit trusts, bancassurance, structured products, and deposit accounts.
* Conduct comprehensive financial needs analyses for customers to understand their financial goals and risk appetites, recommending suitable investment and insurance solutions.
* Achieve individual sales targets and contribute to the overall branch performance and revenue growth.
* Deliver exceptional customer service by addressing inquiries, resolving complaints, and providing regular portfolio reviews to maintain high levels of customer satisfaction and retention.
* Ensure strict compliance with Bank Negara Malaysia (BNM) regulations, internal policies, standard operating procedures, and ethical selling guidelines to mitigate operational and reputational risks.
* Participate in roadshows, promotional campaigns, and branch marketing activities to expand customer reach and brand awareness.

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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

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