Personal Financing Consultant

RHB Bank

Perak, Malaysia
Proven track record in financial planning
Strong understanding of financial services
Excellent communication skills
You will proactively engage with clients to understand their unique financial goals

Job Summary

  • You will proactively engage with clients to understand their unique financial goals.
  • The role involves conducting in-depth financial assessments and developing tailored financial plans.
  • You will collaborate with other RHB teams to provide seamless financial services.

Matching Summary

You will proactively engage with clients to understand their unique financial goals.

Skills & Requirements

Must-have

  • Proven track record in financial planning
  • Strong understanding of financial services
  • Excellent communication skills

Nice-to-have

  • Client relationship management skills
  • Ability to analyse financial data

Key Requirements

  • At least 3 years in financial planning
  • Relevant professional qualifications like CFP or CFPCM
  • Proficiency in Bahasa Malaysia and English

Work Rights

Not specified

Tailored Resume

Cover Letter