Relationship Manager, Premier Banking (Northern)

RHB Banking Group; Penang; On-site; MYR 150,000 - 200,000; Full time

Job summary

A financial institution in Malaysia is seeking a Sales Planning & Activities expert to develop and execute sales plans, provide investment advisory services, and maintain customer relationships. The ideal candidate should possess a degree, be a Certified Financial Planner with required licenses, and have a minimum of 2 years in sales within wealth management. Strong communication skills and a results-oriented mindset are essential. The role is focused on driving customer acquisition and retention through active engagement.

Qualifications

• Minimum of 2 years’ sales experience in wealth management or banca products.
• Possess all relevant licenses for the portfolio.
• Pleasant personality with excellent communication skills.

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Participate in sales activities for customer acquisition.
• Provide investment advisory services and portfolio management support.
• Conduct periodic reviews of customers’ investment portfolios.

Skills

Sales experience

Investment advisory

Relationship-building

Communication skills

Results-oriented mindset

Education

Degree holder

Certified Financial Planner (CFP)

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.