Relationship Manager, Premier Banking

RHB Banking Group; Selangor; On-site; MYR 60,000 - 120,000; Full time

Job summary

RHB Banking Group is seeking a proactive wealth and banca sales professional to drive customer acquisition and retention. You will provide investment and wealth advisory, review portfolios to grow AUM, and coordinate cross-sell activities with regional sales teams.

The role emphasizes strong communication, relationship building, and adherence to bank policies while delivering measurable sales performance and market analysis.

Qualifications

• Degree holder.
• CFP certification with FIMM, PCE, CEILI and IPPC license.
• Minimum 2 years of sales experience, preferably in wealth and banca products.
• 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.

Responsibilities

• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads and self-generated leads.
• Collaborate with sales personnel at PBC/branch/region on sales activities for customer acquisition and retention.
• Provide investment and wealth advisory to customers for portfolio management.
• Periodically review customers’ investment portfolios and increase AUM.
• Cross-sell/up-sell to increase customers’ products and revenue.
• Set appointments, conduct sales visits, and engage with customers.
• Maintain regular contact with existing customers to foster relationships and referrals.
• Work with Centre Manager, Branch Manager and Regional Sales Heads on campaigns.
• Prepare and monitor sales performance and competitor analysis for Management.

Skills

Verbal communication

Written communication

Interpersonal skills

Relationship building

Sales mindset

Education

Bachelor's degree

CFP certification with FIMM, PCE, CEILI and IPPC license

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

Sales Planning & Activities

• 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

Sales Management

• 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