Relationship Manager, Premier Banking

RHB Banking Group; Johor; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading financial services group in Johor is seeking a motivated individual to execute sales plans and provide financial advisory services for customers. The ideal candidate will have a degree, CFP certification, and at least 2 years of sales experience in wealth and banca products. Join a dynamic team focused on customer acquisition and retention, while contributing to the growth of a diverse financial institution.

Qualifications

• Minimum 2 years of sales experience preferably in wealth and banking products.
• Relevant licenses required for the financial portfolio.
• Pleasant personality with excellent verbal and written communication skills.

Responsibilities

• Execute sales plans for prospective customers.
• Collaborate with other sales personnel on activities.
• Provide advisory for investment and wealth management.

Skills

Customer Relationship Management

Sales Strategy

Financial Advisory

Investment Portfolio Management

Communication Skills

Education

Degree holder

Certified Financial Planner certification (CFP)

Job description

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• 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

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

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Banking & Financial Services More than 10,000 employees

The RHB Banking Group is the fourth largest fully integrated financial services group in Malaysia. The Group’s core businesses are streamlined into seven main business pillars, namely Group Retail Banking, Group Business & Transaction Banking, Group Wholesale Banking, Singapore Business Operations, Group Shariah Business, Group International Business and Group Insurance.

Group Wholesale Banking comprises Corporate Banking, Investment Banking, Client Coverage, Group Treasury & Global Markets, Asset Management and Private Equity. All the seven business pillars are offered through the Group’s main subsidiaries, RHB Investment Bank Berhad, RHB Islamic Bank Berhad and RHB Insurance Berhad, while its asset management and unit trust businesses are undertaken by RHB Asset Management Sdn. Bhd. and RHB Islamic International Asset Management Berhad.

The Group’s regional presence now spans ten countries including Malaysia, Singapore, Indonesia, Thailand, Brunei, Cambodia, Hong Kong, Vietnam, Lao PDR and Myanmar. It is RHB Banking Group’s aspiration to continue to deliver superior customer experience and shareholder value; and to be recognised as a Leading Multinational Financial Services Group.