Relationship Manager, Premier Banking

RHB Bank Berhad (Singapore); Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Job summary

RHB Bank Berhad is seeking a Sales Planning & Activities professional in Malaysia to develop and execute sales plans for prospective clients sourced from LMS and self-generated leads. You will collaborate with PBC/branch teams to drive customer acquisition and retention, while providing investment and wealth advisory services to grow AUM.

The role requires a CFP with relevant licenses and at least 2 years of wealth sales experience, plus strong communication and relationship-building skills.

Qualifications

• Bachelor’s degree in any field is required.
• CFP with valid FIMM, PCE, CEILI and IPPC licenses are required.
• Minimum of 2 years’ sales experience, preferably in wealth management and banca products.
• 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.

Responsibilities

• Prepare and proactively execute sales plans for prospective customers from LMS leads and self-generated leads.
• Participate with sales personnel at PBC/branch/region levels on campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services, including portfolio management support.
• Review customers’ portfolios periodically to grow AUM.
• Identify cross-selling and up-selling opportunities to increase revenue.
• Arrange appointments, conduct sales visits, and maintain ongoing customer engagement.
• Maintain regular contact with existing customers and collaborate with Branch/Regional managers on promotions.
• Prepare sales performance reports and competitor analyses for management review.
• Ensure compliance with Bank policies, procedures, and sales code of ethics.

Skills

Communication skills

Relationship building

Education

Bachelor’s degree

CFP with FIMM, PCE, CEILI, IPPC licenses

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

About RHB

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.