Relationship Manager, Premier Banking

RHB Group; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

RHB Group in Kuala Lumpur is seeking a sales‑driven Wealth Advisor to actively pursue leads and manage client relationships. You will provide investment and wealth advisory services, conduct portfolio reviews to grow AUM, and collaborate with branches on campaigns.

The role requires a Bachelor’s degree, CFP with FIMM/PCE/CEILI/IPPC licenses, at least 2 years’ wealth sales experience, and excellent communication and interpersonal skills to build lasting client partnerships.

Qualifications

• Bachelor’s degree required.
• CFP certification with FIMM, PCE, CEILI and IPPC licenses.
• Minimum of 2 years’ sales experience in wealth management or banca products.

Responsibilities

• Prepare and execute sales plans for prospective customers sourced from LMS and self-generated leads.
• Collaborate with PBC/branch/region sales teams on campaigns for acquisition and retention.
• Provide investment and wealth advisory services, including portfolio management support.
• Conduct periodic reviews of customer portfolios to grow AUM and identify cross-sell opportunities.
• Arrange appointments, conduct sales visits, and maintain ongoing customer engagement.

Skills

Sales skills

Communication skills

Relationship-building

Education

Bachelor’s degree (any field)

CFP certification

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.
• 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.