Personal Financial Consultant

Primary Objective

• 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.