CFP Wealth Advisor & Relationship Growth Manager

RHB Group; Butterworth; On-site; MYR 60,000 - 110,000; Full time

Job summary

RHB Group in Malaysia seeks an experienced sales professional to plan and execute sales strategies for prospective customers sourced from LMS and self-generated leads. You will collaborate with branch and regional teams to drive customer acquisition and retention and provide investment and wealth advisory services.

You will conduct periodic portfolio reviews to grow AUM and identify cross-selling opportunities to boost revenue.

Qualifications

• Bachelor’s degree in any field is required.
• CFP certification with valid licenses (FIMM, PCE, CEILI, IPPC).
• Minimum 2 years of sales experience in wealth management or banca products.
• Pleasant personality with excellent verbal and written communication.
• All relevant licenses for the portfolio must be held.

Responsibilities

• Prepare and proactively execute sales plans for prospective customers sourced from LMS and self-generated leads.
• Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services to customers, including portfolio management support.
• Conduct periodic reviews of customers’ investment portfolios to grow Assets Under Management (AUM).
• Identify and plan cross-selling and up-selling opportunities to increase customers’ PHR and overall revenue.
• Arrange appointments, conduct sales visitations, prospecting, and maintain ongoing customer engagement.
• Maintain regular contact with existing customers to strengthen relationships and generate referrals.
• Work closely with the Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns.
• Prepare sales performance reports and competitor analysis for management review.
• Ensure full compliance with the Bank’s policies, procedures, and sales code of ethics.

Skills

Communication skills

Sales targeting

Relationship building

Portfolio management support

Education

Bachelor’s degree

CFP certification

FIMM license

PCE license

CEILI license

IPPC license

Job description

RHB Group in Malaysia seeks an experienced sales professional to plan and execute sales strategies for prospective customers sourced from LMS and self-generated leads. You will collaborate with branch and regional teams to drive customer acquisition and retention and provide investment and wealth advisory services.

You will conduct periodic portfolio reviews to grow AUM and identify cross-selling opportunities to boost revenue.