Relationship Manager — Premier Banking Wealth Advisory

RHB Group; Selangor; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading banking institution in Malaysia is seeking a Relationship Manager for Premier Banking. The role focuses on executing sales plans, providing financial advisory, and building customer relationships. Ideal candidates should hold a degree and CFP certification, with at least 2 years of sales experience in financial institutions. This full-time position is entry-level and offers growth opportunities within a dynamic team.

Qualifications

• Minimum 2 years of sales experience preferably in wealth and banking products with financial institutions.
• Possess relevant licenses required for the portfolio.

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Provide investment and wealth financial advisory to customers.
• Maintain regular contact with existing customers to foster relationships.

Skills

Excellent verbal and written communication skills

Interpersonal and relationship building skills

Sales and results oriented

Education

Degree holder

Certified Financial Planner certification (CFP)

Job description

• Prepare and pro-actively 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
• Periodic review of customers’ investment portfolio and increase AUM
• Plan and identify cross selling/up selling to increase customers’ PHR and revenue
• Set appointments, sales visitations, prospecting and engagement with customers
  
  
• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Prepare and monitor sales performance and competitors analysis to Management
• Compliance to Bank’s policy, procedures and observe sales code of ethics
  
  

Sales Planning & Activities

• Prepare and pro-actively 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
• Periodic review of customers’ investment portfolio and increase AUM
• Plan and identify cross selling/up selling to increase customers’ PHR and revenue
• Set appointments, sales visitations, prospecting and engagement with customers
  
  

Sales Management

• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Prepare and monitor sales performance and competitors analysis to Management
• Compliance to Bank’s policy, procedures and observe sales code of ethics
  
  

Job Requirements

• Degree holder
• Certified Financial Planner certification (CFP) with FIMM, PCE, CEILI and IPPC license.
• Minimum 2 years of sale experience preferably in wealth and banca products with FIs
• 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 skill