Senior Wealth Relationship Strategist

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

Job summary

RHB Banking Group is seeking a dynamic Wealth Sales professional in Malaysia to drive acquisition and retention of clients. You will provide investment and wealth advisory services, evaluate portfolios, and manage relationships to grow AUM.

The role requires a degree, CFP licenses, and at least 2 years of sales experience in wealth management or banca products. Collaboration with branch and regional teams is essential.

Qualifications

• Degree holder with good communication and interpersonal skills.
• Experience in wealth management or banca products is preferred.
• Strong sales and results-oriented mindset required.

Responsibilities

• Plan and execute sales plans for prospective and current customers.
• Collaborate with branch/region teams on sales activities and campaigns.
• Provide investment and wealth advisory services, including portfolio management support.
• Review customer portfolios to grow assets under management (AUM).
• Identify cross-selling opportunities to increase revenue and client base.
• Arrange appointments, conduct sales visits, and maintain ongoing engagement.
• Maintain regular contact with customers to strengthen relationships and generate referrals.
• Prepare sales performance reports and competitor analyses for management.
• Ensure compliance with bank policies and sales ethics.

Skills

Sales

Customer service

Communication

Relationship-building

Education

Bachelor's degree

Job description

RHB Banking Group is seeking a dynamic Wealth Sales professional in Malaysia to drive acquisition and retention of clients. You will provide investment and wealth advisory services, evaluate portfolios, and manage relationships to grow AUM.

The role requires a degree, CFP licenses, and at least 2 years of sales experience in wealth management or banca products. Collaboration with branch and regional teams is essential.