Personal Financial Consultant

A Personal Financial Consultant at RHB Bank Berhad provides proactive, personalized financial planning and advisory services to clients, including guidance on savings, investments, loans, insurance, and wealth-management solutions. Responsibilities include conducting needs analyses, developing customized financial plans, presenting recommendations, monitoring client portfolios, achieving sales targets, maintaining client relationships, ensuring knowledge of product offerings and regulatory requirements, and staying informed on industry trends. The role requires strong communication and interpersonal skills, ability to build trust with diverse clients, analytical problem-solving, and proficiency with Microsoft Office. A Bachelor's degree in Finance, Business Administration, Economics, or related field and relevant financial certifications are advantageous.