Senior Wealth Relationship Manager | CFP & Portfolio Growth

RHB Group; Johor; On-site; MYR 80,000 - 120,000; Full time

Job summary

RHB Group in Malaysia seeks an experienced wealth management sales professional to plan and execute sales activities, collaborate with regional teams, and provide investment advisory services. The role involves portfolio reviews to grow AUM, cross-selling opportunities, and maintaining strong client engagement across branches and centres.

The ideal candidate holds a Bachelor's degree with CFP and related licenses, and has a proven track record of meeting sales targets in wealth management or

Qualifications

• Degree holder with relevant financial sector experience.
• CFP certification with valid licenses.
• Minimum 5 years of sales experience in wealth management.

Responsibilities

• Prepare and proactively execute sales plans for prospective customers sourced from the Bank's leads (LMS) and self-generated leads.
• Collaborate with Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns.
• 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.

Skills

Sales experience

Communication skills

Interpersonal skills

Portfolio management

Education

Bachelor's degree

CFP with licenses (FIMM, PCE, CEILI, IPPC)

Tools

CFP

FIMM

PCE

CEILI

IPPC

Job description

RHB Group in Malaysia seeks an experienced wealth management sales professional to plan and execute sales activities, collaborate with regional teams, and provide investment advisory services. The role involves portfolio reviews to grow AUM, cross-selling opportunities, and maintaining strong client engagement across branches and centres.

The ideal candidate holds a Bachelor's degree with CFP and related licenses, and has a proven track record of meeting sales targets in wealth management or