Personal Financial Consultant

RHB Bank

Kuala Lumpur, Malaysia
Building client relationships
Financial needs analysis
Investment strategies development
As a Personal Financial Consultant, you will build and maintain strong relationships with clients to help them achieve financial well-being. You will conduct thorough financial needs analysis and develop tailored financial plans. Achieving individual sales targets while ensuring compliance with regulations is essential for this role

Job Summary

  • As a Personal Financial Consultant, you will build and maintain strong relationships with clients to help them achieve financial well-being. You will conduct thorough financial needs analysis and develop tailored financial plans. Achieving individual sales targets while ensuring compliance with regulations is essential for this role.

Matching Summary

As a Personal Financial Consultant, you will build and maintain strong relationships with clients to help them achieve financial well-being. You will conduct thorough financial needs analysis and develop tailored financial plans. Achieving individual sales targets while ensuring compliance with regulations is essential for this role.

Skills & Requirements

Must-have

  • Building client relationships
  • Financial needs analysis
  • Investment strategies development

Nice-to-have

  • Strong analytical skills
  • Excellent communication skills
  • Team collaboration

Key Requirements

  • Bachelor's degree in Finance or related field
  • 2-3 years of experience in financial advisory
  • Relevant financial licenses advantageous

Work Rights

Not specified

Tailored Resume

Cover Letter