Premier Banking Relationship Lead & Wealth Advisory

RHB Banking Group; Kuching; On-site; MYR 150,000 - 200,000; Full time

Job summary

A prominent banking institution based in Kuching is seeking a Sales Executive to develop and execute sales strategies for customer acquisition. The ideal candidate will have a degree and CFP certification, with at least 2 years of sales experience in financial services. Responsibilities include providing investment advice, maintaining customer relationships, and identifying sales opportunities. The position offers a chance to thrive in a results-oriented environment while contributing to the bank's growth.

Qualifications

• Minimum 2 years of sales experience, preferably in wealth and bancassurance products.
• Possess required licenses relevant to the portfolio.
• Sales-driven and results-oriented personality.

Responsibilities

• Prepare and execute sales plans for customers.
• Collaborate with sales personnel for customer acquisition.
• Provide investment and wealth advisory services.
• Conduct periodic reviews of customers' investment portfolios.
• Identify cross-selling and up-selling opportunities.
• Maintain contact with existing customers for referrals.

Skills

Sales-driven

Strong interpersonal skills

Excellent verbal communication

Excellent written communication

Education

Degree holder

Certified Financial Planner (CFP)

Job description

A prominent banking institution based in Kuching is seeking a Sales Executive to develop and execute sales strategies for customer acquisition. The ideal candidate will have a degree and CFP certification, with at least 2 years of sales experience in financial services. Responsibilities include providing investment advice, maintaining customer relationships, and identifying sales opportunities. The position offers a chance to thrive in a results-oriented environment while contributing to the bank's growth.