Senior Relationship Manager – Premier Wealth for HNW

RHB Group; Kuala Lumpur; On-site; MYR 120,000 - 160,000; Full time

Job summary

A leading banking institution is looking for an experienced individual to manage a portfolio of affluent and high-net-worth clients in Kuala Lumpur. The role focuses on building relationships, conducting comprehensive financial analyses, and providing tailored banking solutions. Candidates should have a Bachelor's degree in a relevant field and at least 5-7 years of experience in relationship management within Premier Banking. Strong communication and sales skills are essential for success in this position.

Qualifications

• 5-7 years of experience in relationship management within Premier or Private Banking.
• Proven track record of meeting sales targets and client relationship building.
• Excellent communication and negotiation skills.

Responsibilities

• Acquire and retain affluent clients, focusing on long-term relationships.
• Conduct financial needs analysis and develop tailored financial plans.
• Collaborate with specialists to deliver integrated banking solutions.

Skills

Relationship management

Sales achievement

Client communication

Negotiation

Education

Bachelor's degree in Banking, Finance, Business Administration, Economics

Tools

Microsoft Office Suite

Job description

• Proactively acquire, develop, and retain a portfolio of affluent and high-net-worth individual clients, focusing on building long-term relationships.
• Conduct in-depth financial needs analysis for clients, understanding their financial goals, risk appetite, and investment objectives.
• Develop and present comprehensive financial plans and solutions, encompassing a wide range of Premier Banking products and services (e.g., investments, wealth management, insurance, loans, deposits).
• Monitor market trends, economic conditions, and product developments to provide timely and relevant advice to clients.
• Collaborate with internal specialists (e.g., investment advisors, product managers, credit officers) to deliver integrated solutions.
• Ensure compliance with all internal policies, procedures, and relevant regulatory requirements.
• Achieve individual and team sales targets and key performance indicators (KPIs).
• Provide exceptional client service, addressing inquiries, resolving issues, and ensuring a positive banking experience.
• Participate in client events, seminars, and networking activities to expand client base and enhance brand visibility.
  
  

• Proactively acquire, develop, and retain a portfolio of affluent and high-net-worth individual clients, focusing on building long-term relationships.
• Conduct in-depth financial needs analysis for clients, understanding their financial goals, risk appetite, and investment objectives.
• Develop and present comprehensive financial plans and solutions, encompassing a wide range of Premier Banking products and services (e.g., investments, wealth management, insurance, loans, deposits).
• Monitor market trends, economic conditions, and product developments to provide timely and relevant advice to clients.
• Collaborate with internal specialists (e.g., investment advisors, product managers, credit officers) to deliver integrated solutions.
• Ensure compliance with all internal policies, procedures, and relevant regulatory requirements.
• Achieve individual and team sales targets and key performance indicators (KPIs).
• Provide exceptional client service, addressing inquiries, resolving issues, and ensuring a positive banking experience.
• Participate in client events, seminars, and networking activities to expand client base and enhance brand visibility.
  
  

Job Requirements

• Bachelor's degree in Banking, Finance, Business Administration, Economics, or a related field.
• Minimum of 5-7 years of experience in relationship management within the Premier Banking, Private Banking, or wealth management sector, preferably with a strong focus on high-net-worth clients.
• Proven track record of consistently meeting and exceeding sales targets and building strong client relationships.
• Strong understanding of a wide range of financial products and services, including investment instruments, wealth management solutions, and credit facilities.
• Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex financial concepts clearly.
• Demonstrated ability to build rapport, influence, and negotiate effectively with affluent clients.
• Self-motivated, results-oriented, and able to work independently as well as part of a team.
• Relevant industry certifications (e.g., FIMM, PCE, CMFAS) are highly advantageous.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).