Relationship Manager, Premier Banking

RHB Banking Group; Kedah; On-site; MYR 150,000 - 200,000; Full time

Job summary

A financial institution is seeking a sales professional in Kedah, Malaysia, to develop and execute sales plans for prospective customers. The ideal candidate will provide investment and wealth advisory services, conduct periodic portfolio reviews, and maintain customer engagement for relationship building. A degree and valid licenses such as CFP are required, along with a minimum of 2 years of sales experience in wealth management and banca products. This role offers opportunities for professional growth and customer engagement.

Qualifications

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

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Provide investment and wealth advisory services to customers.
• Conduct periodic reviews of customers’ investment portfolios.
• Maintain regular contact with existing customers for referrals.

Skills

Excellent verbal and written communication skills

Strong sales and results-oriented mindset

Good interpersonal and relationship-building skills

Education

Degree holder

Certified Financial Planner (CFP)

Job description

You can now search for people on SEEK. Make your profile public so you can be found by more employers. Update profile visibility

Add expected salary to your profile for insights

• 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.

Job Requirements

• Degree holder.
• Certified Financial Planner (CFP) with valid FIMM, PCE, CEILI, and IPPC licenses.
• Minimum of 2 years’ sales experience, preferably in wealth management and banca products within financial institutions.
• Pleasant personality with excellent verbal and written communication skills.
• Possess all relevant licenses required for the portfolio.
• Strong sales and results-oriented mindset.
• Good interpersonal and relationship-building skills.

Unlock job insights

Be careful This job ad has not been subjected to our hirer verification process. Proceed cautiously and do your own checks before providing any personal information. Learn how to protect yourself Report this job ad

Researching careers? Find all the information and tips you need on career advice.