Premier Banking Wealth Advisor and Relationship Lead

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

Job summary

RHB Group in Malaysia seeks a dynamic sales professional to plan and execute proactive sales plans for prospective customers sourced from LMS and self-generated leads, while providing investment and wealth advisory services.

Responsibilities include portfolio reviews to grow AUM, identifying cross-selling opportunities, maintaining client engagement, and collaborating with regional leaders on campaigns, all while ensuring strict adherence to bank policies and ethics.

Qualifications

• 2+ years in sales, preferably wealth management or banca products

Responsibilities

• Prepare and execute sales plans for prospective customers from LMS and self-generated leads.
• Collaborate with PBC/branch/region sales teams on campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services, including portfolio management support.
• Conduct periodic reviews of investment portfolios to grow AUM.
• Identify cross-selling and up-selling opportunities to increase revenue.
• Arrange appointments and conduct sales visits to maintain customer engagement.
• Maintain regular contact with existing customers to strengthen relationships and generate referrals.
• Coordinate with Centre Manager, Branch Manager and Regional Sales Heads on sales activities and promotions.
• Prepare sales performance reports and competitor analyses for management review.
• Ensure compliance with bank policies, procedures and sales code of ethics.

Skills

Sales

Relationship building

Verbal & written communication

Portfolio management support

Education

Bachelor’s degree

Job description

RHB Group in Malaysia seeks a dynamic sales professional to plan and execute proactive sales plans for prospective customers sourced from LMS and self-generated leads, while providing investment and wealth advisory services.

Responsibilities include portfolio reviews to grow AUM, identifying cross-selling opportunities, maintaining client engagement, and collaborating with regional leaders on campaigns, all while ensuring strict adherence to bank policies and ethics.