Senior Wealth Advisory & Relationship Manager

RHB Banking Group; Pahang; On-site; MYR 50,000 - 70,000; Full time

Job summary

A leading financial services provider in Malaysia is seeking a sales professional with a background in investment and wealth advisory. The role involves executing sales plans, providing advisory services, and maintaining customer relationships. Ideal candidates should be degree holders with a CFP certification and relevant sales experience. Join us in delivering seamless banking solutions while contributing to a sustainable future.

Qualifications

• Minimum 2 years of sales experience in wealth management or banca products.
• Strong interpersonal and relationship-building skills.
• Possess all relevant licenses required for the portfolio.

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Provide investment and wealth advisory services.
• Conduct periodic reviews of customers' investment portfolios.
• Identify cross-selling and up-selling opportunities.
• Maintain ongoing customer engagement.

Skills

Sales and results-oriented mindset

Excellent verbal and written communication skills

Interpersonal skills

Education

Degree holder

Certified Financial Planner (CFP) with valid licenses

Job description

A leading financial services provider in Malaysia is seeking a sales professional with a background in investment and wealth advisory. The role involves executing sales plans, providing advisory services, and maintaining customer relationships. Ideal candidates should be degree holders with a CFP certification and relevant sales experience. Join us in delivering seamless banking solutions while contributing to a sustainable future.