Relationship Manager, Premier Banking

RHB Banking Group; Kuching; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading financial institution in Malaysia is seeking a Talent Acquisition Specialist to execute sales plans and provide investment and wealth advisory services to customers. The successful candidate will have a degree and relevant CFP certifications, alongside at least two years of sales experience in wealth and bancassurance products. Strong interpersonal and communication skills are essential to foster customer relationships and drive sales performance.

Qualifications

• Degree holder.
• Certified Financial Planner (CFP) with relevant licenses.
• Minimum 2 years of sales experience in financial institutions.

Responsibilities

• Execute sales plans for prospective customers.
• Collaborate with sales personnel for customer acquisition.
• Provide investment advisory services to customers.

Skills

Sales experience

Verbal communication skills

Relationship-building skills

Results-oriented mindset

Interpersonal skills

Education

Degree holder

Certified Financial Planner (CFP)

Job description

Talent Acquisition Specialist (Mass Hiring)

• Prepare and proactively execute sales plans for prospective customers from Bank leads (LMS) and self-generated leads.
• Actively participate and collaborate with sales personnel at PBC/branch/region in sales activities and campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services to customers for effective portfolio management.
• Conduct periodic reviews of customers’ investment portfolios to increase AUM.
• Identify opportunities for cross-selling and up-selling to increase customers’ PHR and overall revenue.
• Arrange appointments, conduct sales visitations, and engage with prospects and customers.
• 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 and monitor sales performance reports and conduct competitor analysis for Management.
• Ensure full compliance with the Bank’s policies, procedures, and sales code of ethics.

Job Requirements

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