Job Description
Responsibilities
- Proactively acquire new clients and expand existing client relationships through various channels, including referrals, networking, and outreach activities.
- Conduct thorough financial needs analysis for individual clients to understand their financial situation, goals, and risk tolerance.
- Develop and present tailored financial plans and solutions, encompassing a wide range of products such as deposits, loans, investments, insurance, and wealth management services.
- Advise clients on suitable financial products and services offered by RHB Bank Berhad, ensuring alignment with their financial objectives.
- Monitor client portfolios and market trends, providing regular updates and recommendations to optimize financial performance and mitigate risks.
- Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements in financial advisory services.
- Achieve individu...
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