Personal Financial Consultant

RHB Bank Berhad

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Negeri Sembilan Until 8/23/2026 First posted May 9, 2026 Last posted May 9, 2026
Job description
  • Proactively identify, acquire, and onboard new individual clients through various channels such as referrals, networking, and outreach activities.
  • Conduct comprehensive financial needs analysis and risk assessments to understand clients’ current financial position, future goals, and risk tolerance.
  • Develop and present tailored financial plans and investment strategies aligned with clients’ objectives.
  • Recommend suitable financial products including savings accounts, investment funds, insurance, loans, and wealth management solutions.
  • Educate clients on financial products and services, clearly explaining their features, benefits, and potential risks.
  • Monitor client portfolios regularly and provide ongoing advice, performance reviews, and adjustments based on market conditions and client needs.
  • Ensure all client interactions and transactions comply with internal policies, regulatory requirements, and ethical standards.
  • Collaborate with internal teams such as product specialists and wealth managers to deliver comprehensive financial solutions.
  • Maintain accurate and updated client records and prepare relevant reports.
  • Keep abreast of market trends, economic developments, and regulatory updates affecting financial products and services.
  • Achieve individual sales targets and contribute to overall branch and team performance.
About this role

Summary

Identify clients, analyze finances, develop plans, recommend products, educate, monitor portfolios, ensure compliance, achieve sales.

Job title

Personal Financial Consultant

Experience level

entry level

Industry

finance

Location requirements

Negeri Sembilan, no remote work specified

Salary

Not specified

Management role

No

Skills & keywords

Required skills

financial analysisclient communicationregulatory knowledgeproduct knowledge

Preferred skills

None specified

Specializations

financial planninginvestmentrisk assessmentclient advisory
Locations

Structured locations inferred from the posting.

Unknown location

On-site