Relationship Manager, Premier Banking (Sarawak)

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

Job summary

A prominent banking institution based in Kuching is seeking a Sales Executive to develop and execute sales strategies for customer acquisition. The ideal candidate will have a degree and CFP certification, with at least 2 years of sales experience in financial services. Responsibilities include providing investment advice, maintaining customer relationships, and identifying sales opportunities. The position offers a chance to thrive in a results-oriented environment while contributing to the bank's growth.

Qualifications

• Minimum 2 years of sales experience, preferably in wealth and bancassurance products.
• Possess required licenses relevant to the portfolio.
• Sales-driven and results-oriented personality.

Responsibilities

• Prepare and execute sales plans for customers.
• Collaborate with sales personnel for customer acquisition.
• Provide investment and wealth advisory services.
• Conduct periodic reviews of customers' investment portfolios.
• Identify cross-selling and up-selling opportunities.
• Maintain contact with existing customers for referrals.

Skills

Sales-driven

Strong interpersonal skills

Excellent verbal communication

Excellent written communication

Education

Degree holder

Certified Financial Planner (CFP)

Job description

Sales Planning & Activities

• Prepare and proactively execute sales plans for prospective customers from Bank leads (LMS) and self-generated leads.
• Actively participate and collaborate with sales personnel at PBC/branch/region in sales activities and campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services to customers for effective portfolio management.
• Conduct periodic reviews of customers’ investment portfolios to increase AUM.
• Identify opportunities for cross-selling and up-selling to increase customers’ PHR and overall revenue.
• Arrange appointments, conduct sales visitations, and engage with prospects and customers.

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 and monitor sales performance reports and conduct competitor analysis for Management.
• Ensure full compliance with the Bank’s policies, procedures, and sales code of ethics.

Job Requirements

• Degree holder.
• Certified Financial Planner (CFP) with FIMM, PCE, CEILI, and IPPC licenses.
• Minimum 2 years of sales experience, preferably in wealth and bancassurance products within financial institutions.
• Pleasant personality with excellent verbal and written communication skills.
• Possess the required licenses relevant to the portfolio.
• Sales-driven and results-oriented.
• Strong interpersonal and relationship-building skills.