Senior Relationship Manager, Premier Banking

RHB Bank; Selangor; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading financial institution located in Malaysia is seeking a Sales Planning & Activities professional to drive customer acquisition and enhance investment management. The successful candidate will actively collaborate with sales teams and maintain strong relationships with clients while ensuring compliance with company policies. A degree and certifications in financial planning are essential, along with at least two years of relevant sales experience. Strong communication and interpersonal skills are required.

Qualifications

• Minimum of 2 years' sales experience in wealth management and bancassurance.
• Possession of relevant licenses for the role.
• Pleasant personality with strong communication skills.

Responsibilities

• Develop and execute sales plans for prospective customers.
• Provide investment and wealth advisory services.
• Conduct periodic reviews of customers' investment portfolios.

Skills

Sales-driven

Strong communication skills

Interpersonal skills

Education

Degree holder

Certified Financial Planner (CFP)

Job description

Sales Planning & Activities

• Develop and proactively execute sales plans for prospective customers using the Bank’s lead management system (LMS) as well as self-sourced leads.
• Actively participate and collaborate with sales personnel at PBC, branches, and regional teams on sales activities and campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services to customers, assisting them with effective portfolio management.
• Conduct periodic reviews of customers’ investment portfolios to enhance their asset under management (AUM).
• Identify opportunities for cross-selling and upselling to increase customers’ product holding ratio (PHR) and overall revenue.
• Arrange appointments, conduct sales visits, and engage in prospecting and customer engagement activities.

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 initiatives, promotions, and campaigns.
• Prepare and monitor sales performance reports and competitor analyses for Management.
• Ensure full compliance with the Bank’s policies, procedures, and the sales code of ethics.

Job Requirements

• Degree holder.
• Certified Financial Planner (CFP) with FIMM, PCE, CEILI, and IPPC licenses.
• Minimum of 2 years’ sales experience, preferably in wealth management and bancassurance within financial institutions.
• Pleasant personality with strong verbal and written communication skills.
• Possession of all relevant licenses required for the role.
• Sales-driven and results-oriented.
• Strong interpersonal and relationship-building skills.