Relationship Manager, Premier Banking

RHB Bank Berhad; Kampung Kuchai; On-site; MYR 60,000 - 120,000; Full time

Job summary

RHB Bank Berhad is seeking a skilled Wealth Sales Planner to design and execute sales strategies for acquiring and retaining clients. You will provide investment and wealth advisory, review portfolios, and pursue cross-selling opportunities to grow assets under management.

The role requires CFP certification with related licenses and at least 2 years of experience in wealth sales. Strong communication and relationship-building skills are essential for success in a customer-centric banking

Qualifications

• Minimum 2 years of sales experience in wealth and banca products with financial institutions.
• CFP Certification with FIMM, PCE, CEILI and IPPC licenses required.
• Pleasant personality with excellent verbal and written communication skills.

Responsibilities

• Prepare and pro-actively execute sales plans for prospects from leads and self-generated sources.
• Collaborate with branch/region teams on sales activities and campaigns for acquisition and retention.
• Provide investment and wealth advisory to clients and manage their portfolios.
• Periodically review client portfolios to increase AUM and cross-sell products.
• Set appointments and conduct sales visits to build relationships and drive revenue.
• Maintain regular contact with existing clients and support referral generation.

Skills

Sales planning

Customer engagement

Wealth advisory

Education

CFP Certification

Licenses: FIMM, PCE, CEILI, IPPC

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.

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.