Personal Financial Consultant

RHB Bank Berhad

Pulau Pinang, Malaysia
Client relationship management
Financial needs analysis
Sales target achievement
The Personal Financial Consultant is responsible for building and nurturing client relationships

Job Summary

  • The Personal Financial Consultant is responsible for building and nurturing client relationships.
  • This role involves providing expert financial advice and tailored banking solutions.
  • The consultant will regularly review client portfolios to ensure alignment with their financial goals.

Matching Summary

The Personal Financial Consultant is responsible for building and nurturing client relationships.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial needs analysis
  • Sales target achievement

Nice-to-have

  • Strong analytical skills
  • Team collaboration
  • Proficiency in local languages

Key Requirements

  • Bachelor's degree in Finance or related field
  • 2-3 years of experience in financial services
  • Relevant industry certifications are advantageous

Work Rights

Not specified

Tailored Resume

Cover Letter