Relationship Manager, Premier Banking (Perak)

RHB Bank; Kampung Baru Tasek; On-site; MYR 150,000 - 200,000; Full time

Job summary

An established industry player in financial services is seeking a dynamic Premier Banking Relationship Manager to drive sales and enhance customer relationships. This role involves executing strategic sales plans, providing expert financial advisory, and managing investment portfolios. The ideal candidate will have a strong sales background, excellent communication skills, and relevant financial certifications. Join a leading bank that values innovation and customer satisfaction, and take your career to the next level in a supportive and growth-oriented environment.

Qualifications

• Minimum 2 years of sales experience in wealth and banca products.
• Possess relevant licenses required for managing investment portfolios.

Responsibilities

• Prepare and execute sales plans for customer acquisition.
• Provide investment and wealth financial advisory to customers.
• Maintain regular contact with existing customers for referrals.

Skills

Sales Experience

Financial Advisory

Customer Relationship Management

Communication Skills

Interpersonal Skills

Education

Degree in Finance or Related Field

Certified Financial Planner (CFP)

Job description

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Prepare and proactively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads.

Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/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 portfolios and increase AUM.

Plan and identify cross-selling/up-selling opportunities to increase customers’ PHR and revenue.

Set appointments, conduct sales visits, prospect, and engage with customers.

Maintain regular contact with existing customers to foster closer relationships and generate referrals.

Work closely with Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns.

Prepare and monitor sales performance and competitors' analysis for management.

Ensure compliance with Bank’s policies and procedures and observe sales code of ethics.

REQUIREMENTS:

Degree holder.

Certified Financial Planner (CFP) certification with FIMM, PCE, CEILI, and IPPC licenses.

Minimum 2 years of sales experience, preferably in wealth and banca products with financial institutions.

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.

BRANCHES AVAILABLE:

Taiping

Tasek

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Banking & Financial Services - More than 10,000 employees

The RHB Banking Group is the fourth largest fully integrated financial services group in Malaysia. The Group’s core businesses are streamlined into seven main business pillars, namely Group Retail Banking, Group Business & Transaction Banking, Group Wholesale Banking, Singapore Business Operations, Group Shariah Business, Group International Business, and Group Insurance.