Personal Financial Consultant
RHB(1 month ago)
About this role
A Wealth Management Advisor at a bank provides personalized financial advice and long-term planning to individual clients, helping them align financial solutions with their goals. The role sits within the bank's wealth management function and works closely with internal teams while adhering to regulatory standards.
Required Skills
- Financial Planning
- Investment Advice
- Portfolio Monitoring
- Market Analysis
- Client Relations
- Communication
- Analytical Thinking
- Financial Software
- MS Office
- Regulatory Compliance
+1 more
Qualifications
- Bachelor's Degree in Finance, Economics, or Business Administration
- CFP (preferred)
- ChFC (preferred)
About RHB
rhbgroup.comRHB offers award-winning financial products and services for retail/personal and corporates such as small businesses and large enterprises (SME). These include banking, insurance, investment advisory services and more.
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