About the Role
We are looking for a dynamic and service-oriented Personal Financial Consultant to join our team at RHB Bank. Reporting to the Team Supervisor, you will provide comprehensive wealth and insurance portfolio management to clients while actively acquiring new customers as part of the Bank's Mass Banking strategy. If you are passionate about helping clients achieve financial freedom and enjoy building long-term relationships, we welcome you to be part of our team.
What you will be doing
- Providing financial advisory to clients offering wealth management solution including insurance, unit trusts, FX and deposits
- Take a consultative approach to understand every client's needs and recommending the right solutions to solve their financial problems and achieve financial freedom
- Cross-selling of full range wealth management products to meet customers needs
- Providing clients with timely information and advice to their financial needs
- To engage customers through branch banking , tele-appointments, customer referrals.
- Cultivate partnerships with segment partners to obtain and provide referrals
- Proactively develop and establish long term relationships with clients and provide good after-sales service to them
- Establish new relationships and manage existing relationship to generate new AUM
What we're looking for
- Degree or Diploma in Banking, Business Administration, Economics, or related fields.
- Minimum 3 years of relevant sales experience.
- Self-driven, highly motivated, and a strong team player who thrives in a dynamic environment.
- Strong understanding of investment and insurance products is an added advantage.
- Good knowledge of financial compliance and regulatory requirements in Singapore is an added advantage.
- Preferably possesses CMFAS M5, M8, M8A, M9, M9A & HI certifications.
