Relationship Manager, Premier Banking

RHB Group; Simpang Tiga; On-site; MYR 60,000 - 120,000; Full time

Job summary

RHB Group in Malaysia seeks a results-driven sales professional to plan and implement proactive wealth-management sales initiatives sourced from LMS leads and self-generated prospects. You will partner with PBC/branch/region teams to acquire and retain clients.

Providing investment and wealth advisory services, you will review portfolios to grow AUM and identify cross-selling opportunities to lift revenue. Strong communication is essential.

Qualifications

• Bachelor’s degree required, any field.
• CFP with valid FIMM, PCE, CEILI and IPPC licenses.
• Minimum 2 years’ sales experience in wealth management or banca products.
• All relevant licenses for the portfolio.

Responsibilities

• Prepare and execute sales plans for prospective customers sourced 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 customers’ portfolios to grow AUM.
• Identify cross-selling opportunities to increase revenue.
• Arrange appointments, conduct sales visits, prospecting, and maintain ongoing engagement.
• Maintain regular contact with existing customers to generate referrals.
• Prepare sales performance reports and competitor analysis for management review.
• Ensure full compliance with bank policies, procedures, and sales code of ethics.

Skills

Strong sales mindset

Excellent verbal and written comms

Interpersonal & relationship building

Education

Bachelor’s degree in any field

CFP with FIMM, PCE, CEILI and IPPC licenses

Job description

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.