Senior Wealth Relationship Architect

RHB Banking Group; Selangor; On-site; MYR 60,000 - 100,000; Full time

Job summary

RHB Banking Group is seeking a driven Wealth Sales Professional to execute sales plans for prospective customers sourced from LMS leads and self-generated leads. You will collaborate with branch and regional teams on campaigns, provide investment advisory services, and perform portfolio reviews to grow AUM.

The role requires a degree, CFP certification with the relevant licenses, and at least 3 years of sales experience in wealth management.

Qualifications

• Degree holder.
• CFP certification with relevant licenses.
• Minimum of 3 years’ sales experience in wealth/banca products.
• Pleasant personality with excellent 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 from LMS leads and self-generated leads.
• Collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns.
• Provide investment and wealth advisory services, including portfolio management support.
• Conduct periodic reviews of investment portfolios to grow Assets Under Management (AUM).
• Identify and plan cross-selling and up-selling opportunities to increase revenue.
• Arrange appointments, conduct sales visits, prospecting, and maintain ongoing customer engagement.
• Maintain regular contact with existing customers to strengthen relationships and generate referrals.
• Work with Centre Manager, Branch Manager, and Regional Sales Heads on campaigns and promotions.
• Prepare sales performance reports and competitor analysis for management review.
• Ensure full compliance with bank policies, procedures, and sales code of ethics.

Skills

Excellent verbal and written comms

Strong sales mindset

Interpersonal relationships

Education

Bachelor's degree

CFP with FIMM/PCE/CEILI/IPPC licenses

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 3 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.