Premier Banking Relationship & Wealth Advisor

RHB Bank; Johor; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading banking institution in Johor, Malaysia is seeking an experienced individual for a sales role focused on investment and wealth management. You will be responsible for executing sales plans, advising customers on their investment portfolios, and collaborating with colleagues to enhance customer acquisition and retention. The ideal candidate should have a degree, CFP certification, and at least 2 years of sales experience, preferably in wealth products.

Qualifications

• Minimum 2 years of sales experience preferably in wealth and banca products.
• Possess relevant licenses for the portfolio.
• Pleasant personality with excellent verbal and written communication skills.

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Collaborate with sales personnel on customer acquisition.
• Provide financial advisory for investment portfolio management.
• Review and increase customers' investment portfolio.

Skills

Sales orientation

Communication skills

Interpersonal skills

Education

Degree holder

Certified Financial Planner certification (CFP)

Job description

A leading banking institution in Johor, Malaysia is seeking an experienced individual for a sales role focused on investment and wealth management. You will be responsible for executing sales plans, advising customers on their investment portfolios, and collaborating with colleagues to enhance customer acquisition and retention. The ideal candidate should have a degree, CFP certification, and at least 2 years of sales experience, preferably in wealth products.