Wealth Advisory Relationship Manager, Premier Banking

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

Job summary

RHB Group in Kuala Lumpur is seeking a sales‑driven Wealth Advisor to actively pursue leads and manage client relationships. You will provide investment and wealth advisory services, conduct portfolio reviews to grow AUM, and collaborate with branches on campaigns.

The role requires a Bachelor’s degree, CFP with FIMM/PCE/CEILI/IPPC licenses, at least 2 years’ wealth sales experience, and excellent communication and interpersonal skills to build lasting client partnerships.

Qualifications

• Bachelor’s degree required.
• CFP certification with FIMM, PCE, CEILI and IPPC licenses.
• Minimum of 2 years’ sales experience in wealth management or banca products.

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 acquisition and retention.
• Provide investment and wealth advisory services, including portfolio management support.
• Conduct periodic reviews of customer portfolios to grow AUM and identify cross-sell opportunities.
• Arrange appointments, conduct sales visits, and maintain ongoing customer engagement.

Skills

Sales skills

Communication skills

Relationship-building

Education

Bachelor’s degree (any field)

CFP certification

FIMM license

PCE license

CEILI license

IPPC license

Job description

RHB Group in Kuala Lumpur is seeking a sales‑driven Wealth Advisor to actively pursue leads and manage client relationships. You will provide investment and wealth advisory services, conduct portfolio reviews to grow AUM, and collaborate with branches on campaigns.

The role requires a Bachelor’s degree, CFP with FIMM/PCE/CEILI/IPPC licenses, at least 2 years’ wealth sales experience, and excellent communication and interpersonal skills to build lasting client partnerships.