Wealth Advisory & Relationship Manager

RHB Group; Kuching; On-site; MYR 60,000 - 90,000; Full time

Job summary

RHB Group is seeking a Sales Planning & Activities professional to drive proactive sales plans, collaborate across branches, and provide wealth advisory services. The role emphasizes portfolio reviews to grow AUM and cross-selling opportunities to boost revenue.

The candidate should hold a CFP and be licensed (FIMM, PCE, CEILI, IPPC), with at least two years of wealth management sales experience. Strong communication and relationship-building skills are essential.

Qualifications

• Hold a Bachelor's degree in any field of study.
• Certified Financial Planner (CFP) with valid FIMM, PCE, CEILI, and IPPC licenses.
• Minimum of 2 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.

Responsibilities

• Prepare and proactively execute sales plans for prospective customers sourced from LMS leads and self-generated leads.
• Collaborate with PBC/branch/region sales teams on campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services, including portfolio management support.
• Conduct periodic reviews of customers’ portfolios to grow AUM.
• Plan cross-selling and up-selling opportunities to increase revenue.
• Arrange appointments, conduct sales visits, prospect, and maintain engagement.
• Maintain regular contact with existing customers and support management with analytics.
• Prepare sales performance reports and ensure compliance with policies and ethics.

Skills

Sales

Relationship-building

Communication skills

Education

Bachelor's degree

Tools

CFP license

FIMM

PCE

CEILI

IPPC

Job description

RHB Group is seeking a Sales Planning & Activities professional to drive proactive sales plans, collaborate across branches, and provide wealth advisory services. The role emphasizes portfolio reviews to grow AUM and cross-selling opportunities to boost revenue.

The candidate should hold a CFP and be licensed (FIMM, PCE, CEILI, IPPC), with at least two years of wealth management sales experience. Strong communication and relationship-building skills are essential.