Senior Wealth & Relationship Manager

RHB Bank Berhad; Segamat; On-site; MYR 55,000 - 75,000; Full time

Job summary

RHB Bank Berhad in Malaysia seeks a results-driven Sales Planning & Activities professional to develop and proactively execute sales plans for prospective customers sourced from LMS leads and self-generated opportunities. You will collaborate with branch, regional teams and other sales personnel to drive customer acquisition and retention.

You will provide investment and wealth advisory services, review portfolios to grow assets under management, and identify cross-selling opportunities to boost

Qualifications

• 2+ years of sales experience in wealth products.
• Strong verbal and written communication.
• Ability to build and maintain client relationships.

Responsibilities

• Develop and proactively execute sales plans for prospective customers sourced from LMS and self-generated leads.
• Collaborate with PBC/branch/region sales teams on campaigns and activities for customer acquisition and retention.
• Provide investment and wealth advisory services, including portfolio management support and periodic reviews to grow AUM.
• Identify cross-selling and up-selling opportunities to increase revenue and arrange appointments and sales visits.

Skills

Sales planning

Communication

Relationship building

Education

Bachelor's degree

Job description

RHB Bank Berhad in Malaysia seeks a results-driven Sales Planning & Activities professional to develop and proactively execute sales plans for prospective customers sourced from LMS leads and self-generated opportunities. You will collaborate with branch, regional teams and other sales personnel to drive customer acquisition and retention.

You will provide investment and wealth advisory services, review portfolios to grow assets under management, and identify cross-selling opportunities to boost