Relationship Manager, Premier Banking

RHB Bank Berhad (Singapore); Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

RHB Bank Berhad (Singapore) is seeking a candidate for Sales Planning & Activities and Sales Management in Kuala Lumpur. The role focuses on devising sales plans for new and existing customers, delivering wealth advisory services, and growing AUM through portfolio reviews and cross-sell opportunities.

Ideal applicants possess CFP with relevant licenses, a Bachelor’s degree, and at least two years in wealth sales, with strong communication skills and relationship-building abilities to foster

Qualifications

• Bachelor's degree in any field.
• CFP with valid FIMM, PCE, CEILI, IPPC licenses.
• 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 execute sales plans for leads; assist in customer acquisition and retention.
• Provide investment and wealth advisory services including portfolio management support.
• Conduct periodic reviews of customer portfolios 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 on campaigns.
• Prepare sales performance reports and competitor analysis for management.

Skills

Strong sales mindset

Excellent communication

Interpersonal skills

Relationship-building

Education

Bachelor’s degree

Tools

CFP + licenses (FIMM, PCE, CEILI, IPPC)

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. 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. 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.