Senior Relationship Manager, Premier Banking

RHB Banking Group; Sarawak; On-site; MYR 90,000 - 130,000; Full time

Job summary

RHB Banking Group in Malaysia is seeking a results-driven Sales Advisor to drive wealth management growth. You will source prospects from LMS leads and self-generated opportunities, deliver investment guidance, and coordinate with branches to broaden client reach.

You will review portfolios, identify cross-sell opportunities, arrange meetings, and maintain relationships to generate referrals. A CFP with licenses and a minimum of 3 years in wealth sales are required.

Qualifications

• Bachelor’s degree in any field.
• CFP certification with FIMM, PCE, CEILI and IPPC licenses.
• Minimum 3 years’ sales experience in wealth management or banca products.

Responsibilities

• Prepare and execute sales plans for prospective and self-generated leads.
• Provide investment and wealth advisory services, including portfolio management support.
• Conduct periodic reviews of clients’ investment portfolios to grow AUM.
• Identify cross-selling and up-selling opportunities to increase revenue.
• Arrange appointments, conduct sales visits, and maintain customer engagement.
• Maintain regular contact with existing customers to strengthen relationships and generate referrals.

Skills

Communication skills

Interpersonal skills

Sales orientation

Written communication

Education

Bachelor’s degree

CFP certification

Tools

FIMM license

PCE license

CEILI license

IPPC license

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

• Hold a Bachelor’s degree in any field of study.
• Certified Financial Planner (CFP) with valid FIMM, PCE, CEILI, and IPPC licenses.
• Minimum of 3 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.