Strategic Wealth Relationship Lead

RHB Banking Group; Perak; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading banking and financial institution in Malaysia is seeking a Sales Planner to prepare and execute sales strategies for prospective customers. The successful candidate will provide investment and wealth advisory, maintain relationships with clients, and collaborate with sales teams. Candidates should have a degree, CFP certification, and at least 2 years of sales experience in wealth and banca products. Strong communication and interpersonal skills are required. The role offers a dynamic environment within the financial sector.

Qualifications

• Minimum 2 years of sales experience preferably in wealth and banca products.
• Possess relevant licenses required for the portfolio.

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Collaborate with sales personnel on activities for customer acquisition.
• Provide financial advisory and assist with portfolio management.
• Maintain regular contact with existing customers for referrals.

Skills

Sales and results oriented

Excellent verbal and written communication skills

Good interpersonal and relationship building skill

Education

Degree holder

Certified Financial Planner certification (CFP)

Job description

A leading banking and financial institution in Malaysia is seeking a Sales Planner to prepare and execute sales strategies for prospective customers. The successful candidate will provide investment and wealth advisory, maintain relationships with clients, and collaborate with sales teams. Candidates should have a degree, CFP certification, and at least 2 years of sales experience in wealth and banca products. Strong communication and interpersonal skills are required. The role offers a dynamic environment within the financial sector.