Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
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Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
To actively cross selling Banking/Financial products.
Assess/evaluate and propose credit applications diligently.
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Provide expert and personalized investment advice to clients, including but not limited to wealth management, portfolio construction, asset allocation, and market insights.
Proactively engage with existing clients to review their portfolios, understand evolving financial needs, and identify opportunities for cross-selling and up-selling RHB Bank's investment products and services.
Identify and acquire new high-net-worth clients and corporate accounts, expanding the bank's client base and assets under management.
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