Senior Relationship Manager, Premier Banking

RHB Group; Selangor; On-site; MYR 60,000 - 110,000; Full time

Job summary

RHB Group in Selangor, Malaysia seeks a capable Wealth Planner to deliver investment and wealth advisory services, manage portfolios, and grow AUM. You will analyze clients' needs, present tailored solutions, and work with branch leadership on campaigns.

Requires a Degree, CFP certification with valid licenses, and at least 2 years of sales experience in wealth management. Strong communication and relationship-building skills are essential for client acquisition and retention.

Qualifications

• Degree holder with CFP and licenses (FIMM, PCE, CEILI, IPPC).
• Minimum 2 years of sales experience in wealth management or banca products.
• 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.

Responsibilities

• Prepare and proactively execute sales plans for prospective customers sourced from LMS leads and self-generated leads.
• Collaborate with sales personnel at PBC/branch/region levels on campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services, including portfolio management support.
• Conduct periodic reviews of customers’ investment portfolios to grow AUM.
• Identify and plan cross-selling and up-selling opportunities to increase customers’ PHR and revenue.
• Arrange appointments, conduct sales visits, prospect, and maintain ongoing engagement.
• Maintain regular contact with existing customers to strengthen relationships and generate referrals.
• Work with Centre Manager, Branch Manager, and Regional Sales Heads on activities 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.

Skills

Communication skills

Sales experience

Portfolio management

Education

Bachelor's degree

Tools

CFP certification

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

• 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.