Текст заказа
Personal Financial Consultant
Компания: RHB
Город: Johor
Job Responsibilities: • Conduct in-depth financial assessments and analyze clients' financial situations • Develop and present customized financial plans tailored to clients' specific needs and goals • Recommend appropriate financial products and services, including investments, insurance, and banking solutions • Monitor and review clients' portfolios regularly, making adjustments as needed • Stay up-to-date with market trends, economic conditions, and financial regulations • Maintain strong relationships with existing clients and actively acquire new clients • Collaborate with other departments to ensure seamless delivery of financial services • Achieve and exceed sales targets and performance metrics • Ensure compliance with all relevant banking regulations and internal policies • Participate in financial literacy programs and community outreach initiatives Job Qualifications: • Bachelor's degree in Finance, Economics, Business Administration, or a related field • Minimum of 3-5 years of experience in financial planning, wealth management, or a similar role • Valid license(s) for selling financial products and providing financial advice in Malaysia • Strong knowledge of financial markets, investment products, and risk management strategies • Excellent analytical and problem-solving skills • Outstanding communication and interpersonal abilities • Proficiency in financial planning software and Microsoft Office suite • Commitment to ethical practices and maintaining client confidentiality • Ability to work independently and as part of a team • Fluency in English and Bahasa Malaysia; additional language skills are a plus