Personal Financial Consultant

7 days ago


Singapore RHB Bank Singapore Full time

**Company Description**

RHB Singapore is a progressive and growing financial organization. We are committed to creating a fulfilling, dynamic and engaging work environment for our team of more than 15,000 employees across nine locations in ASEAN, China and Hong Kong.
- Providing financial advisory to clients offering wealth management solution including insurance, unit trusts, FX and deposits
- Take a consultative approach to understandi every client's needs and recommending the right solutions to solve their financial problems and achieve financial freedom
- Cross-selling of full range wealth management products to meet customers’ needs
- Providing clients with timely information and advice to their financial needs
- To engage customers through branch banking, tele-appointments, customer referrals.
- Cultivate partnerships with segment partners to obtain and provide referrals
- Proactively develop and establish long term relationships with clients and provide good after-sales service to them\
- Establish new relationships and manage existing relationship to generate new AUM

**Qualifications**
- Degree or Diploma in Banking/Business Administration/Economics or related qualifications
- Fresh graduates are welcome to apply
- Minimum 1-2 years relevant sales experience for Senior PFC
- Self-driven, highly motivated, thrive on challenges and able to work as a team player
- Strong understanding in investment and insurance products is an added advantage
- Strong understanding of financial compliance and regulatory requirements in Singapore is an added advantage
- Preferably possesses CMFAS M5, M8, M8A, M9, M9A & HI certificates

**Additional Information**

RHB is a dynamic organization that promotes a work culture of high performance, where its biggest asset, the RHB-ians, are continuously developed & nurtured to their fullest potential through its robust talent management practices.

At RHB, we take PRIDE in our people and our teams. Great relationships built on trust, a 'leading it right’ environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home.


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