Senior Relationship Manager, Premier Banking

RHB Bank Berhad; Malaysia; On-site; MYR 120,000 - 180,000; Full time

Job summary

RHB Bank Berhad is seeking a seasoned Premier Banking Relationship Manager in Malaysia to proactively acquire, develop, and retain a portfolio of affluent and high-net-worth clients. You will conduct in-depth financial needs analyses and present comprehensive wealth plans, spanning investments, wealth management, insurance, loans, and deposits.

Collaborate with internal specialists to deliver integrated solutions while ensuring regulatory compliance and achieving individual and team KPIs.

Qualifications

• Bachelor's degree in Banking, Finance, Business Administration, Economics or related field.
• Minimum 5-7 years of relationship management experience in Premier/Private Banking or wealth management.
• Proven track record of meeting/exceeding sales targets and building client relationships.
• Strong knowledge of financial products including investments, wealth management, and credit facilities.
• Excellent communication and presentation skills; ability to articulate complex concepts clearly.

Responsibilities

• Acquire, develop and retain a portfolio of affluent/HNWI clients with a focus on long-term relationships.
• Conduct in-depth financial needs analysis and present comprehensive plans and wealth solutions.
• Collaborate with internal specialists to deliver integrated investment, credit, and banking services.
• Ensure compliance with internal policies and regulatory requirements while achieving KPIs.
• Engage in client events and networking to grow the client base and brand visibility.

Skills

Relationship management

Sales skills

Communication skills

Interpersonal skills

Education

Bachelor's degree in Banking, Finance, Business Administration, Economics

Tools

Microsoft Office

Job description

Proactively acquire, develop, and retain a portfolio of affluent and high-net-worth individual clients, focusing on building long-term relationships. Conduct in-depth financial needs analysis for clients, understanding their financial goals, risk appetite, and investment objectives. Develop and present comprehensive financial plans and solutions, encompassing a wide range of Premier Banking products and services (e.g., investments, wealth management, insurance, loans, deposits). Monitor market trends, economic conditions, and product developments to provide timely and relevant advice to clients. Collaborate with internal specialists (e.g., investment advisors, product managers, credit officers) to deliver integrated solutions. Ensure compliance with all internal policies, procedures, and relevant regulatory requirements. Achieve individual and team sales targets and key performance indicators (KPIs). Provide exceptional client service, addressing inquiries, resolving issues, and ensuring a positive banking experience. Participate in client events, seminars, and networking activities to expand client base and enhance brand visibility.

Job Requirements:

• Bachelor's degree in Banking, Finance, Business Administration, Economics, or a related field.
• Minimum of 5-7 years of experience in relationship management within the Premier Banking, Private Banking, or wealth management sector, preferably with a strong focus on high-net-worth clients.
• Proven track record of consistently meeting and exceeding sales targets and building strong client relationships.
• Strong understanding of a wide range of financial products and services, including investment instruments, wealth management solutions, and credit facilities.
• Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex financial concepts clearly.
• Demonstrated ability to build rapport, influence, and negotiate effectively with affluent clients.
• Self-motivated, results-oriented, and able to work independently as well as part of a team.
• Relevant industry certifications (e.g., FIMM, PCE, CMFAS) are highly advantageous.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

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.