Wealth Advisory & Relationship Manager

RHB Group; Simpang Tiga; On-site; MYR 60,000 - 120,000; Full time

Job summary

RHB Group in Malaysia seeks a results-driven sales professional to plan and implement proactive wealth-management sales initiatives sourced from LMS leads and self-generated prospects. You will partner with PBC/branch/region teams to acquire and retain clients.

Providing investment and wealth advisory services, you will review portfolios to grow AUM and identify cross-selling opportunities to lift revenue. Strong communication is essential.

Qualifications

• Bachelor’s degree required, any field.
• CFP with valid FIMM, PCE, CEILI and IPPC licenses.
• Minimum 2 years’ sales experience in wealth management or banca products.
• All relevant licenses for the portfolio.

Responsibilities

• Prepare and execute sales plans for prospective customers sourced from LMS 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.
• Identify cross-selling opportunities to increase revenue.
• Arrange appointments, conduct sales visits, prospecting, and maintain ongoing engagement.
• Maintain regular contact with existing customers to generate referrals.
• Prepare sales performance reports and competitor analysis for management review.
• Ensure full compliance with bank policies, procedures, and sales code of ethics.

Skills

Strong sales mindset

Excellent verbal and written comms

Interpersonal & relationship building

Education

Bachelor’s degree in any field

CFP with FIMM, PCE, CEILI and IPPC licenses

Job description

RHB Group in Malaysia seeks a results-driven sales professional to plan and implement proactive wealth-management sales initiatives sourced from LMS leads and self-generated prospects. You will partner with PBC/branch/region teams to acquire and retain clients.

Providing investment and wealth advisory services, you will review portfolios to grow AUM and identify cross-selling opportunities to lift revenue. Strong communication is essential.