Relationship Manager, Premier Banking (Sarawak)

RHB Banking Group; Kuching; On-site; MYR 60,000 - 90,000; Full time

Job summary

RHB Banking Group in Sarawak seeks a Relationship Manager, Premier Banking to grow assets under management through tailored wealth advisory, strategic sales planning, and proactive client engagement.

You will collaborate with branch and regional teams, conduct portfolio reviews, and identify cross-selling opportunities while ensuring compliance with bank policies and ethics.

Qualifications

• Bachelor's degree in any field.
• CFP with valid licenses (FIMM, PCE, CEILI, IPPC).
• Minimum of 2 years' sales experience in wealth/banca products.
• Strong communication and relationship-building skills.

Responsibilities

• Prepare and execute sales plans for prospective customers from LMS and self-generated leads.
• Collaborate with PBC/branch/region on sales campaigns for acquisition and retention.
• Provide investment and wealth advisory services and portfolio management support.
• Conduct periodic portfolio reviews to grow Assets Under Management (AUM).
• Identify cross-selling and up-selling opportunities to increase revenue.
• Arrange appointments, conduct sales visits, and maintain ongoing customer engagement.
• Maintain regular contact to generate referrals.
• Work with Centre Manager, Branch Manager, and Regional Sales Heads on sales activities and promotions.
• Prepare sales performance reports and competitor analysis for management review.
• Ensure compliance with bank policies, procedures, and sales code of ethics.

Skills

Sales & client acquisition

Relationship management

Wealth advisory

Cross-selling

Portfolio reviews

Communication

Education

Bachelor's degree

Tools

CRM software

Portfolio management tools

Job description

Relationship Manager, Premier Banking (Sarawak)

This role involves preparing and executing sales plans for prospective customers, providing investment and wealth advisory services, and managing customer relationships to grow Assets Under Management. You will collaborate with sales personnel across multiple levels on customer acquisition and retention activities, conduct portfolio reviews, and identify cross-selling and up-selling opportunities.

Key responsibilities

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

About you

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

Banking & Credit More than 10,000 employees

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.

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.