Relationship Manager, Premier Banking

RHB Banking Group; Pahang; On-site; Full time

Job summary

A leading financial institution in Malaysia is seeking a Sales Consultant to prepare and execute sales plans, provide investment advisory, and maintain customer relationships. The ideal candidate has a degree and a Certified Financial Planner certification with at least 2 years of sales experience in wealth management. This role offers an opportunity to significantly contribute to customer acquisition and retention.

Qualifications

• Minimum 2 years of sales experience preferably in wealth and banca products.
• Possess relevant licenses required for managing investment portfolios.

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Provide financial advisory for investment management.
• Review customers’ investment portfolio periodically.
• Plan for cross-selling and upselling to increase revenue.
• Maintain contact with existing customers for referrals.

Skills

Excellent verbal communication skills

Excellent written communication skills

Sales and results oriented

Good interpersonal skills

Education

Degree holder

Certified Financial Planner certification (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

Responsibilities:

• 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

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