Proactively acquire new clients and expand existing client relationships through various channels, including referrals, networking, and outreach activities.
Conduct thorough financial needs analysis for individual clients to understand their financial situation, goals, and risk tolerance.
Develop and present tailored financial plans and solutions, encompassing a wide range of products such as deposits, loans, investments, insurance, and wealth management services.
Advise clients on suitable financial products and services offered by RHB Bank Berhad, ensuring alignment with their financial objectives.
Monitor client portfolios and market trends, providing regular updates and recommendations to optimize financial performance and mitigate risks.
Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements in financial advisory services.
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