Relationship Manager, Premier Banking

RHB Bank Berhad; Yong Peng; On-site; MYR 60,000 - 120,000; Full time

Job summary

RHB Bank Berhad is seeking a Sales Planning & Activities professional in Malaysia to prepare and execute sales plans for leads sourced from LMS and self-generated sources, while collaborating with PBC, branches, and regional teams to drive customer acquisition and retention.

You will provide investment and wealth advisory services, including portfolio management support, and conduct portfolio reviews to grow AUM.

Qualifications

• Degree holder.
• CFP with licenses (FIMM, PCE, CEILI, IPPC).
• At least 2 years of sales experience in wealth management.
• Excellent verbal and written communication skills.
• Licensed for the required portfolio.
• Strong sales and results orientation with good interpersonal skills.

Responsibilities

• Prepare and execute sales plans for prospective customers from LMS leads and self-generated leads.
• Collaborate with PBC/branch/region on sales activities and campaigns for 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, conduct sales visitations, prospecting, and maintain client engagement.
• Maintain regular contact with existing customers and generate referrals.
• Prepare sales performance reports and competitor analysis for management review.
• Ensure full compliance with policies, procedures, and sales code of ethics.

Skills

Sales experience

Interpersonal skills

Communication skills

Sales mindset

Strong results orientation

Education

Degree holder

CFP with licenses (FIMM, PCE, CEILI, IPPC)

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

• Degree holder.
• 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.

A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.