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Personal Financial Consultant

POSTED ON 4/22/2025 AVAILABLE BEFORE 5/26/2025
RHB Singapore Singapore, Full Time
Job Description

  • 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

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