Relationship Manager, Premier Banking

RHB Banking Group; Penang; On-site; MYR 50,000 - 70,000; Full time

Job summary

RHB Banking Group in Penang is seeking a dynamic candidate to prepare and execute sales plans for potential customers while providing investment and wealth advisory services. The ideal candidate will have a degree and relevant licenses, along with a strong sales background.

You will work on cross-selling opportunities, conduct portfolio reviews, and maintain relationships with customers to enhance revenue. Excellent communication skills and a pleasant personality are essential in this role.

Qualifications

• Minimum of 2 years of sales experience in wealth management or banca products.
• Possession of all relevant licenses for the portfolio.
• Pleasant personality with strong relationship-building skills.

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Provide investment and wealth advisory services.
• Conduct periodic reviews of customer investment portfolios.

Skills

Sales and results-oriented mindset

Excellent verbal and written communication skills

Interpersonal skills

Education

Degree holder

Certified Financial Planner (CFP) with valid licenses

Job description

Responsibilities

• 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.
• 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

• Degree holder.
• 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.