Senior Relationship Manager, Premier Banking

RHB Banking Group; Pahang; On-site; MYR 50,000 - 70,000; Full time

Job summary

A leading financial services provider in Malaysia is seeking a sales professional with a background in investment and wealth advisory. The role involves executing sales plans, providing advisory services, and maintaining customer relationships. Ideal candidates should be degree holders with a CFP certification and relevant sales experience. Join us in delivering seamless banking solutions while contributing to a sustainable future.

Qualifications

• Minimum 2 years of sales experience in wealth management or banca products.
• Strong interpersonal and relationship-building skills.
• Possess all relevant licenses required for the portfolio.

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Provide investment and wealth advisory services.
• Conduct periodic reviews of customers' investment portfolios.
• Identify cross-selling and up-selling opportunities.
• Maintain ongoing customer engagement.

Skills

Sales and results-oriented mindset

Excellent verbal and written communication skills

Interpersonal skills

Education

Degree holder

Certified Financial Planner (CFP) with valid licenses

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.

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.

RHB Banking Group is a leading regional financial services provider headquartered and listed in Malaysia. Established in 1913, we offer comprehensive banking solutions across retail, business, corporate, and Islamic banking. With a strong presence in Malaysia and nine ASEAN countries, we are committed to delivering simple, fast, and seamless experiences. Guided by our brand promise, “Together We Progress,” we continue building a sustainable and inclusive future with our customers and stakeholders.