Premier Relationship Manager, Premier Banking

RHB Banking Group; Johor; On-site; MYR 90,000 - 140,000; Full time

Job summary

RHB Banking Group in Malaysia seeks a dynamic wealth sales professional to drive new business and deepen client relationships. You will execute proactive sales plans, collaborate with branch and regional teams, and provide investment advisory services to build AUM.

Regularly review portfolios, identify cross-sell opportunities, and maintain strong customer engagement. The role requires a Bachelor’s degree and relevant licenses (FIMM, PCE, CEILI, IPPC) with at least two years of wealth sales

Qualifications

• Bachelor’s degree in any field.
• Licenses such as FIMM, PCE, CEILI, or IPPC are required.
• Minimum 2 years of sales experience in wealth or bancassurance products.

Responsibilities

• Prepare and execute sales plans for leads and self-generated opportunities.
• Collaborate with PBC/branch/region teams on campaigns to acquire and retain customers.
• Provide investment and wealth advisory services and portfolio support.
• Conduct periodic reviews to grow Assets Under Management (AUM).
• Identify cross-selling and up-selling opportunities to increase revenue.
• Arrange appointments, conduct visits, prospect, and maintain engagement.
• Maintain regular contact with existing customers to strengthen relationships.
• Work with Centre Manager, Branch Manager, and Regional Heads on promotions.
• Prepare sales performance reports and competitor analysis for management.
• Ensure compliance with bank policies, procedures, and ethics.

Skills

Sales planning

Client engagement

Wealth advisory

Portfolio management

Cross-selling

Relationship-building

Communication skills

Education

Bachelor’s degree

FIMM license

PCE license

CEILI license

IPPC license

Job description

• Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
• Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services to customers, including portfolio management support.
• Conduct periodic reviews of customers’ investment portfolios to grow Assets Under Management (AUM).
• Identify and plan cross-selling and up-selling opportunities to increase customers’ PHR and overall revenue.
• Arrange appointments, conduct sales visitations, prospecting, and maintain ongoing customer engagement.
• Maintain regular contact with existing customers to strengthen relationships and generate referrals.
• Work closely with the Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns.
• Prepare sales performance reports and competitor analysis for management review.
• Ensure full compliance with the Bank’s policies, procedures, and sales code of ethics.

Sales Planning & Activities

• Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
• Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services to customers, including portfolio management support.
• Conduct periodic reviews of customers’ investment portfolios to grow Assets Under Management (AUM).
• Identify and plan cross-selling and up-selling opportunities to increase customers’ PHR and overall revenue.
• Arrange appointments, conduct sales visitations, prospecting, and maintain ongoing customer engagement.

Sales Management

• Maintain regular contact with existing customers to strengthen relationships and generate referrals.
• Work closely with the Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns.
• Prepare sales performance reports and competitor analysis for management review.
• Ensure full compliance with the Bank’s policies, procedures, and sales code of ethics.

Job Requirements

• Hold a Bachelor’s degree in any field of study.
• Have relevant licenses such as FIMM, PCE, CEILI, or IPPC.
• Minimum 2 years of sales experience, preferably in wealth and bancassurance products within financial institutions.
• Pleasant personality with excellent verbal and written communication skills.
• Possession of relevant licenses required for the portfolio.
• Sales- and results-oriented with a strong performance mindset.
• Strong interpersonal and relationship-building skills.