Relationship Manager, Premier Banking

RHB Bank; Perak; On-site; MYR 40,000 - 60,000; Full time

Job summary

A financial institution in Malaysia seeks a Sales Executive to prepare and execute proactive sales plans and provide investment and wealth advisory services. The ideal candidate has a degree, CFP certification, and at least 2 years of sales experience in wealth products. Responsibilities include customer engagement, portfolio management, and collaboration with sales teams. Strong communication and interpersonal skills are essential for success in this role.

Qualifications

• Minimum 2 years of sales experience preferably in wealth and banca products with financial institutions.
• Possess relevant licenses required for the portfolio.
• Pleasant personality and good interpersonal skills.

Responsibilities

• Execute sales plans for prospective customers.
• Collaborate with sales personnel on campaigns for customer acquisition.
• Provide investment & wealth financial advisory to customers.
• Review customers’ investment portfolio and increase AUM.
• Plan for cross selling/up selling to increase revenue.
• Engage with customers and maintain regular contact.

Skills

Excellent verbal and written communication skills

Sales orientation

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

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