Relationship Manager, Premier Banking (Johor Bahru)

RHB Group; Johor Bahru; On-site; MYR 60,000 - 95,000; Full time

Job summary

RHB Banking Group in Malaysia seeks a wealth sales professional to proactively execute sales plans for both sourced and self-generated leads. You will collaborate with branch and regional teams to drive customer acquisition, retention, and portfolio growth, delivering investment advice and portfolio management support to clients.

Responsibilities include regular portfolio reviews to grow AUM, identifying cross-sell opportunities, arranging appointments, and maintaining active client engagement.

Qualifications

• Bachelor's degree required.
• Certified Financial Planner (CFP) with valid licenses.
• Minimum of 2 years' sales experience in wealth management.
• Strong communication skills (verbal and written).
• Possess all licenses required for the portfolio.

Responsibilities

• Prepare and execute sales plans for prospective customers sourced from LMS leads and self-generated leads.
• Collaborate with branch/region teams on campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services, including portfolio management support.
• Conduct periodic reviews of client portfolios to grow AUM.
• Identify cross-selling/up-selling opportunities to increase revenue and client asset base.

Skills

Sales

Communication skills

Relationship building

Customer engagement

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

Job Requirements

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

RHB Banking Group is a leading regional financial services provider headquartered and listed in Malaysia. Established in 1913, we offer comprehensive banking solutions across retail, business, corporate, and Islamic banking. With a strong presence in Malaysia and nine ASEAN countries, we are committed to delivering simple, fast, and seamless experiences. Guided by our brand promise, “Together We Progress,” we continue building a sustainable and inclusive future with our customers and stakeholders.