Team Member, Investors Advisory

Job Summary

Team Member, Investors Advisory at RHB Bank Berhad delivers comprehensive personalized investment advisory services to high-net-worth individuals and corporate clients. The role involves developing and maintaining strong client relationships, identifying investment opportunities, and providing tailored solutions to meet financial goals.

Job Responsibilities

• Provide expert and personalized investment advice to clients, including wealth management, portfolio construction, asset allocation, and market insights.
• Proactively engage with existing clients to review 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.
• Conduct thorough financial needs analysis for clients, assessing ...