What are the responsibilities and job description for the Personal Financial Consultant position at RHB Banking Group?
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.
Job Requirements
Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
Minimum 2–3 years of experience in personal financial advisory, sales, or banking, preferably within a retail banking environment.
Strong understanding of financial products and services, including investments, insurance, loans, and wealth management.
Possession of relevant certifications such as FIMM, PCE, CEILI, or TBE will be an added advantage.
Excellent communication, interpersonal, and presentation skills with the ability to build rapport and trust with clients.
Strong analytical and problem-solving skills to assess client needs and recommend suitable financial solutions.
Results-driven with a proven track record of achieving or exceeding sales targets.
Ability to work independently as well as collaboratively in a fast-paced environment.
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint).
Demonstrates a high level of professionalism, integrity, and ethical conduct.
Salary.com Estimation for Personal Financial Consultant in Branch, LA
$102,579 to $143,160
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
What is the career path for a Personal Financial Consultant?
Sign up to receive alerts about other jobs on the Personal Financial Consultant career path by checking the boxes next to the positions that interest you.
Company Overview At Executive Financial Partners, we believe in hard work, integrity, and building a career that matters. Our mission is to equip individua...more
Responsibilities: * Communicate with the CEO, Administrator, Office Manager, and Field Supervisors on a regular basis. * Check LASRS messages on a daily ba...more
