Relationship Manager – Wealth & Banking Advisor

RHB Group; Kuala Lumpur; In loco; MYR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

A financial institution in Kuala Lumpur seeks a passionate individual to execute sales plans and provide investment advisory services. The ideal candidate is a degree holder and a Certified Financial Planner with at least 2 years of sales experience in wealth management. Responsibilities include conducting sales visits, maintaining customer relationships, and preparing sales performance reports. Excellent communication and interpersonal skills are essential for this role.

Competenze

• Degree holder.
• Certified Financial Planner (CFP) with required licenses.
• Minimum 2 years of sales experience in wealth management.
• Excellent verbal and written communication skills.

Mansioni

• Prepare and execute sales plans.
• Provide investment and wealth advisory services.
• Conduct sales visitations and maintain customer engagement.
• Prepare sales performance reports.

Conoscenze

Sales experience

Communication skills

Interpersonal skills

Results-oriented mindset

Formazione

Degree holder

Certified Financial Planner (CFP)

Descrizione del lavoro

• 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.
  
  

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.