Premier Relationship Manager, Premier Banking

RHB Bank Berhad; Segamat; On-site; MYR 55,000 - 75,000; Full time

Job summary

RHB Bank Berhad in Malaysia seeks a results-driven Sales Planning & Activities professional to develop and proactively execute sales plans for prospective customers sourced from LMS leads and self-generated opportunities. You will collaborate with branch, regional teams and other sales personnel to drive customer acquisition and retention.

You will provide investment and wealth advisory services, review portfolios to grow assets under management, and identify cross-selling opportunities to boost

Qualifications

• 2+ years of sales experience in wealth products.
• Strong verbal and written communication.
• Ability to build and maintain client relationships.

Responsibilities

• Develop and proactively execute sales plans for prospective customers sourced from LMS and self-generated leads.
• Collaborate with PBC/branch/region sales teams on campaigns and activities for customer acquisition and retention.
• Provide investment and wealth advisory services, including portfolio management support and periodic reviews to grow AUM.
• Identify cross-selling and up-selling opportunities to increase revenue and arrange appointments and sales visits.

Skills

Sales planning

Communication

Relationship building

Education

Bachelor's degree

Job description

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.
• A mantra for our clients, customers, partners and every member of the RHB family.

Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.