Premier Relationship Manager

RHB Banking Group; Perak; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading banking and financial institution in Malaysia is seeking a Sales Planner to prepare and execute sales strategies for prospective customers. The successful candidate will provide investment and wealth advisory, maintain relationships with clients, and collaborate with sales teams. Candidates should have a degree, CFP certification, and at least 2 years of sales experience in wealth and banca products. Strong communication and interpersonal skills are required. The role offers a dynamic environment within the financial sector.

Qualifications

• Minimum 2 years of sales experience preferably in wealth and banca products.
• Possess relevant licenses required for the portfolio.

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Collaborate with sales personnel on activities for customer acquisition.
• Provide financial advisory and assist with portfolio management.
• Maintain regular contact with existing customers for referrals.

Skills

Sales and results oriented

Excellent verbal and written communication skills

Good interpersonal and relationship building skill

Education

Degree holder

Certified Financial Planner certification (CFP)

Job description

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