Premier Banking Wealth Advisor | AUM Growth Lead

RHB Group; Selangor; Vor Ort; MYR 40.000 - 60.000; Vollzeit

Zusammenfassung

A leading bank in Malaysia is seeking a financial sales advisor responsible for executing sales plans for prospective customers and providing investment advisory. Ideal candidates will hold a degree and be a Certified Financial Planner with at least 2 years of experience in banking products. Strong sales orientation and excellent communication skills are essential for this role.

Qualifikationen

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

Aufgaben

• Prepare and execute sales plans for customers.
• Collaborate with sales personnel on activities for customer acquisition.
• Provide financial advisory and assistance to customers.

Kenntnisse

Sales and results-oriented

Excellent verbal communication

Relationship-building skills

Wealth and banking products knowledge

Ausbildung

Degree holder

Certified Financial Planner (CFP)

Jobbeschreibung

• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
• Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
• Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
• Periodic review of customers’ investment portfolio and increase AUM
• Plan and identify cross selling/up selling to increase customers’ PHR and revenue
• Set appointments, sales visitations, prospecting and engagement with customers
  
  
• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Prepare and monitor sales performance and competitors analysis to Management
• Compliance to Bank’s policy, procedures and observe sales code of ethics
  
  

Sales Planning & Activities

• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
• Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
• Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
• Periodic review of customers’ investment portfolio and increase AUM
• Plan and identify cross selling/up selling to increase customers’ PHR and revenue
• Set appointments, sales visitations, prospecting and engagement with customers
  
  

Sales Management

• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Prepare and monitor sales performance and competitors analysis to Management
• Compliance to Bank’s policy, procedures and observe sales code of ethics
  
  

Job Requirements

• Degree holder
• Certified Financial Planner certification (CFP) with FIMM, PCE, CEILI and IPPC license.
• Minimum 2 years of sale experience preferably in wealth and banca products with FIs
• Pleasant personality with excellent verbal and written communication skills
• Possess relevant licenses required for the portfolio
• Sales and results oriented
• Good interpersonal and relationship building skill