Relationship Manager, Premier Banking

RHB Banking Group; Perak; On-site; MYR 48,000 - 72,000; Full time

Job summary

A leading banking institution in Malaysia is seeking a dedicated sales professional to provide investment and wealth financial advisory services. The ideal candidate holds a degree and a Certified Financial Planner certification, with a minimum of 2 years of sales experience in wealth products. Strong communication skills and a sales-oriented mindset are essential. This role involves preparing sales plans, fostering customer relationships, and reviewing investment portfolios.

Qualifications

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

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Participate in sales activities/campaigns for customer acquisition and retention.
• Provide investment & wealth financial advisory to customers.
• Review customers’ investment portfolios.
• Identify cross-selling/up-selling opportunities.
• Maintain regular contact with existing customers.

Skills

Excellent verbal communication skills

Excellent written communication skills

Sales oriented

Interpersonal skills

Education

Degree holder

Certified Financial Planner certification

Job description

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• 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