Personal Financial Consultant
Perakonsitemid
Posted today · via Workday
About this role
Job Summary** The Personal Financial Consultant at RHB Bank Berhad is responsible for building and maintaining strong client relationships, providing expert financial advice, and selling a comprehensive range of banking and investment products to meet individual financial goals. Job Responsibilities** * Proactively identify and engage with potential and existing clients to understand their financial needs and aspirations. * Conduct comprehensive financial needs analysis and develop personalized financial plans encompassing savings, investments, insurance, loans, and other banking products. * Advise clients on suitable RHB Bank products and services, ensuring alignment with their financial objectives, risk tolerance, and life stages.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Perak. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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