Personal Financial Consultant
Melakaonsitemid
Posted yesterday · via Workday
About this role
PRIMARY OBJECTIVE Proactively identify and acquire new clients, expanding RHB Bank's customer base. Conduct comprehensive financial needs analysis for individual clients, including reviewing their current financial situation, risk tolerance, and future aspirations. Develop and present customized financial plans and solutions, including but not limited to investment products, insurance, loans, and other banking services, aligning with clients' objectives and RHB Bank's product offerings. Provide expert advice on wealth management, retirement planning, education funding, and estate planning. Regularly review and update clients' financial portfolios, ensuring they remain aligned with their evolving needs and market conditions.…
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 Melaka. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included