📍 Local Job Near You
Personal Financial Advisor & Planner
RHB Banking Group
📍
, negeri sembilan, malaysia, Malaysia
Location
, negeri sembilan, malaysia
Posted
June 01, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
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.