Senior Wealth Advisor & Relationship Lead

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

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.