Relationship Manager, Premier Banking

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

Job summary

A leading financial services group in Malaysia is seeking a Sales Executive to prepare and execute sales plans for prospective customers. The ideal candidate will have a degree and CFP certification, with at least 2 years of sales experience. This role involves providing investment advice and maintaining relationships with existing customers. The company offers a dynamic work environment focused on customer satisfaction.

Qualifications

• Minimum 2 years of sales experience in wealth and banca products.
• Possess relevant licenses required for the portfolio.
• Pleasant personality with excellent communication skills.

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Provide investment and wealth financial advisory to customers.
• Maintain regular contact with existing customers for relationship building.

Skills

Sales experience

Communication skills

Interpersonal skills

Customer relationship management

Education

Degree holder

Certified Financial Planner (CFP)

Job description

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

About the Company

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.

RHB Banking Group operates in ten countries including Malaysia, Singapore, Indonesia, Thailand, Brunei, Cambodia, Hong Kong, Vietnam, Lao PDR and Myanmar, with the aspiration to deliver superior customer experience and shareholder value.