Specialist, Inverstors Advisory
Kuala Lumpuronsitemid
Posted today · via Workday
About this role
Job Summary The Team Member, Investors Advisory at RHB Bank Berhad plays a crucial role in delivering comprehensive and personalized investment advisory services to high-net-worth individuals and corporate clients. This role involves developing and maintaining strong client relationships, identifying investment opportunities, and providing tailored solutions to meet financial goals. Job Responsibilities * Provide expert and personalized investment advice to clients, including but not limited to wealth management, portfolio construction, asset allocation, and market insights. * Proactively engage with existing clients to review their portfolios, understand evolving financial needs, and identify opportunities for cross-selling and up-selling RHB Bank's investment products and services.…
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
For this role: teams
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 Kuala Lumpur. We weight your proximity and willingness to relocate.
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Free · no card · written explanation included
Skills in this role
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