Premier Banking: Relationship Manager & Wealth Growth

RHB Banking Group; Pahang; On-site; Full time

Job summary

A leading financial institution in Malaysia is seeking a Sales Consultant to prepare and execute sales plans, provide investment advisory, and maintain customer relationships. The ideal candidate has a degree and a Certified Financial Planner certification with at least 2 years of sales experience in wealth management. This role offers an opportunity to significantly contribute to customer acquisition and retention.

Qualifications

• Minimum 2 years of sales experience preferably in wealth and banca products.
• Possess relevant licenses required for managing investment portfolios.

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Provide financial advisory for investment management.
• Review customers’ investment portfolio periodically.
• Plan for cross-selling and upselling to increase revenue.
• Maintain contact with existing customers for referrals.

Skills

Excellent verbal communication skills

Excellent written communication skills

Sales and results oriented

Good interpersonal skills

Education

Degree holder

Certified Financial Planner certification (CFP)

Job description

A leading financial institution in Malaysia is seeking a Sales Consultant to prepare and execute sales plans, provide investment advisory, and maintain customer relationships. The ideal candidate has a degree and a Certified Financial Planner certification with at least 2 years of sales experience in wealth management. This role offers an opportunity to significantly contribute to customer acquisition and retention.