Managing clients’ wealth holistically, and ensuring their financial needs are handled efficiently, professionally and in a timely manner, in line with the CIMB Private Banking service standards.
Develop and maintain a comprehensive understanding of clients’ financial standing, financial goals, and risk tolerance to ensure that investment strategies and advice for the clients are appropriately aligned.
Understand and communicate to clients, the risk involved with financial and investment strategies.
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To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine
To professionally sell a wide range of banca products to existing and prospective customers
To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
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Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking;
Opportunity to fast track your career in Wealth Management.
Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management;
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Proactively identify and attract new mortgage customers through various channels, including referrals, networking, and direct outreach.
Conduct comprehensive financial needs analysis for potential mortgage applicants to recommend suitable loan products and solutions.
Guide customers through the entire mortgage application process, including gathering required documentation, explaining terms and conditions, and addressing inquiries.
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