Premier Relationship Director

RHB Banking Group; Selangor; On-site; MYR 30,000 - 50,000; Full time

Job summary

A leading financial institution in Malaysia is seeking a Sales Representative to focus on acquiring Premier customers and achieving sales targets. This role involves promoting wealth management products, providing advisory on financial planning, and maintaining regular contact with customers to enhance relationships. Candidates should have strong sales skills and a track record in revenue generation. This is an excellent opportunity to grow within a dynamic sales environment.

Qualifications

• Proven track record of achieving sales and revenue targets.
• Expertise in wealth and financial planning.
• Strong networking and customer relationship skills.

Responsibilities

• Acquire new Premier customers to meet sales targets.
• Promote wealth and investment products to customers.
• Maintain contact to enhance banking relationships.

Skills

Sales and revenue generation

Wealth management

Customer relationship management

Job description

Sales & Services of Premier & UHNW customers

Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets.

• To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers
• Prepare and provide sound advisory on wealth and financial planning
• Maintain regular contacts and enhance banking relationship with customers for higher share of customers’ wallet
• Participate in branch/region/Bank sales activities and campaigns to achieve deliverables

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.