Senior Relationship Manager, Premier Banking

RHB Group; Johor; On-site; MYR 80,000 - 120,000; Full time

Job summary

RHB Group in Malaysia seeks an experienced wealth management sales professional to plan and execute sales activities, collaborate with regional teams, and provide investment advisory services. The role involves portfolio reviews to grow AUM, cross-selling opportunities, and maintaining strong client engagement across branches and centres.

The ideal candidate holds a Bachelor's degree with CFP and related licenses, and has a proven track record of meeting sales targets in wealth management or

Qualifications

• Degree holder with relevant financial sector experience.
• CFP certification with valid licenses.
• Minimum 5 years of sales experience in wealth management.

Responsibilities

• Prepare and proactively execute sales plans for prospective customers sourced from the Bank's leads (LMS) and self-generated leads.
• Collaborate with Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns.
• 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.

Skills

Sales experience

Communication skills

Interpersonal skills

Portfolio management

Education

Bachelor's degree

CFP with licenses (FIMM, PCE, CEILI, IPPC)

Tools

CFP

FIMM

PCE

CEILI

IPPC

Job description

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 5 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