Relationship Manager, Premier Banking

RHB Group; Sarawak; On-site; MYR 60,000 - 110,000; Full time

Job summary

RHB Group in Malaysia seeks a dynamic sales professional to plan and execute proactive sales plans for prospective customers sourced from LMS and self-generated leads, while providing investment and wealth advisory services.

Responsibilities include portfolio reviews to grow AUM, identifying cross-selling opportunities, maintaining client engagement, and collaborating with regional leaders on campaigns, all while ensuring strict adherence to bank policies and ethics.

Qualifications

• 2+ years in sales, preferably wealth management or banca products

Responsibilities

• Prepare and execute sales plans for prospective customers from LMS and self-generated leads.
• Collaborate with PBC/branch/region sales teams on campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services, including portfolio management support.
• Conduct periodic reviews of investment portfolios to grow AUM.
• Identify cross-selling and up-selling opportunities to increase revenue.
• Arrange appointments and conduct sales visits to maintain customer engagement.
• Maintain regular contact with existing customers to strengthen relationships and generate referrals.
• Coordinate with Centre Manager, Branch Manager and Regional Sales Heads on sales activities and promotions.
• Prepare sales performance reports and competitor analyses for management review.
• Ensure compliance with bank policies, procedures and sales code of ethics.

Skills

Sales

Relationship building

Verbal & written communication

Portfolio management support

Education

Bachelor’s degree

Job description

• 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.

Sales Planning & Activities

• 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.

Sales Management

• 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

• Hold a Bachelor’s degree in any field of study.
• 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.