Job Posting for Personal Financial Consultant at RHB Singapore
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
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