• Proactively identify and acquire new clients, expanding RHB Bank's customer base.
• Conduct comprehensive financial needs analysis for individual clients, including reviewing their current financial situation, risk tolerance, and future aspirations.
• Develop and present customized financial plans and solutions, including but not limited to investment products, insurance, loans, and other banking services, aligning with clients' objectives and RHB Bank's product offerings.
• Provide expert advice on wealth management, retirement planning, education funding, and estate planning.
• Regularly review and update clients' financial portfolios, ensuring they remain aligned with their evolving needs and market conditions.
• Maintain a high level of product knowledge across RHB Bank's full range of financial products and services.
• Ensure compliance with all internal policies, procedures, and regulatory requirements.
• Achieve and exceed sales targets and key performance indicators (KPIs).
• Build and maintain long-term client relationships through excellent service and effective communication.
• Collaborate with other departments within RHB Bank to ensure a seamless client experience.

Job Requirements:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Proven track record of success in sales and client relationship management within the financial services industry.
• Strong understanding of financial products, investment principles, and market dynamics.
• Excellent communication, interpersonal, and presentation skills.
• Ability to analyze complex financial information and translate it into clear, actionable advice.
• Goal-oriented with a strong drive to achieve sales targets.
• Possession of relevant industry certifications (e.g., FIMM, PCE, CUTE) will be an added advantage.
• High level of integrity and professionalism.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite.