Senior Relationship Manager, Premier Banking

RHB Banking Group; Pahang; On-site; MYR 60,000 - 100,000; Full time

Job summary

RHB Banking Group is seeking a dynamic Wealth Sales professional in Malaysia to drive acquisition and retention of clients. You will provide investment and wealth advisory services, evaluate portfolios, and manage relationships to grow AUM.

The role requires a degree, CFP licenses, and at least 2 years of sales experience in wealth management or banca products. Collaboration with branch and regional teams is essential.

Qualifications

• Degree holder with good communication and interpersonal skills.
• Experience in wealth management or banca products is preferred.
• Strong sales and results-oriented mindset required.

Responsibilities

• Plan and execute sales plans for prospective and current customers.
• Collaborate with branch/region teams on sales activities and campaigns.
• Provide investment and wealth advisory services, including portfolio management support.
• Review customer portfolios to grow assets under management (AUM).
• Identify cross-selling opportunities to increase revenue and client base.
• Arrange appointments, conduct sales visits, and maintain ongoing engagement.
• Maintain regular contact with customers to strengthen relationships and generate referrals.
• Prepare sales performance reports and competitor analyses for management.
• Ensure compliance with bank policies and sales ethics.

Skills

Sales

Customer service

Communication

Relationship-building

Education

Bachelor's degree

Job description

• 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.