Relationship Manager, Premier Banking

RHB Group; Selangor; In loco; MYR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

A leading bank in Malaysia is seeking a financial sales advisor responsible for executing sales plans for prospective customers and providing investment advisory. Ideal candidates will hold a degree and be a Certified Financial Planner with at least 2 years of experience in banking products. Strong sales orientation and excellent communication skills are essential for this role.

Competenze

• Minimum 2 years of sales experience in wealth and banking products.
• Possess relevant licenses required for the portfolio.
• Pleasant personality with excellent communication skills.

Mansioni

• Prepare and execute sales plans for customers.
• Collaborate with sales personnel on activities for customer acquisition.
• Provide financial advisory and assistance to customers.

Conoscenze

Sales and results-oriented

Excellent verbal communication

Relationship-building skills

Wealth and banking products knowledge

Formazione

Degree holder

Certified Financial Planner (CFP)

Descrizione del lavoro

Responsibilities

• Prepare and pro-actively execute sales plans for prospective customers from the Bank’s leads (LMS) and self-generated leads.
• Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities and campaigns for customer acquisition and retention.
• Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management.
• Periodically review customers’ investment portfolio and increase AUM.
• Plan and identify cross‑selling/up‑selling opportunities to increase customers’ PHR and revenue.
• Set appointments, conduct sales visitations, prospecting and engagement with customers.
• Maintain regular contact with existing customers to foster closer relationships and obtain referrals.
• Work closely with the Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotions and campaigns.
• Prepare and monitor sales performance and conduct competitor analysis for Management.
• Ensure compliance with the Bank’s policy, procedures and observe the sales code of ethics.

Job Requirements

• Degree holder.
• Certified Financial Planner (CFP) with FIMM, PCE, CEILI and IPPC license.
• Minimum 2 years of sale experience, preferably in wealth and banking 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 skills.