Personal Financial Consultant

Job Summary
RHB Bank Berhad is seeking a dynamic and results-driven Personal Financial Consultant to join our retail banking team. In this role, you will act as a trusted financial partner to our retail customers, helping them secure their financial future by offering tailored financial planning, wealth management, and banking solutions. You will be responsible for driving sales growth, building long-term customer relationships, and delivering excellent customer service in line with RHB’s commitment to progress and customer-centricity.

Job Responsibilities
* Proactively acquire new retail customers and manage an existing portfolio to cross-sell a wide range of financial products, including wealth management, unit trusts, bancassurance, structured products, and deposit accounts.
* Conduct comprehensive financial needs analyses for customers to understand their financial goals and risk appetites, recommending suitable investment and insurance solutions.
* Achieve individual sales targets and contribute to the overall branch performance and revenue growth.
* Deliver exceptional customer service by addressing inquiries, resolving complaints, and providing regular portfolio reviews to maintain high levels of customer satisfaction and retention.
* Ensure strict compliance with Bank Negara Malaysia (BNM) regulations, internal policies, standard operating procedures, and ethical selling guidelines to mitigate operational and reputational risks.
* Participate in roadshows, promotional campaigns, and branch marketing activities to expand customer reach and brand awareness.