Senior Relationship Manager, Premier Banking

RHB Bank Berhad; Kuantan; On-site; MYR 60,000 - 120,000; Full time

Job summary

RHB Bank Berhad in Malaysia seeks a results-oriented sales professional to develop and execute sales plans for new and existing customers sourced from LMS leads and self-generated opportunities. You will collaborate with PBC, branches, and regional teams on campaigns to drive customer acquisition and retention.

The role includes providing investment and wealth advisory services, reviewing portfolios to grow assets under management, and pursuing cross-selling to boost revenue.

Qualifications

• Degree holder.
• CFP certification with valid licenses (FIMM, PCE, CEILI, IPPC).
• 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.

Responsibilities

• Develop and execute sales plans for new and existing customers.
• Collaborate with branch and regional teams on campaigns and activities.
• Provide investment and wealth advisory services to customers, including portfolio management support.
• Review client portfolios periodically to grow Assets Under Management (AUM).
• Identify cross-selling and up-selling opportunities to increase revenue.
• Arrange appointments, conduct sales visits, and maintain ongoing client engagement.
• Prepare sales performance reports and competitor analyses for management.
• Ensure compliance with bank policies, procedures, and sales code of ethics.

Skills

Sales excellence

Verbal communication

Written communication

Interpersonal skills

Relationship building

Education

Degree holder

CFP certification

FIMM license

PCE license

CEILI license

IPPC license

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 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.

A mantra for our clients, customers, partners and every member of the RHB family.

Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home.

As we grow towards realising our aspirations, we promise a workplace built on the five pillars - RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.