Wealth Growth Relationship Manager

RHB Bank Berhad

Kampung Kuchai

Sur place

MYR 60 000 - 120 000

Plein temps

14 jours+

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Résumé du poste

RHB Bank Berhad is seeking a skilled Wealth Sales Planner to design and execute sales strategies for acquiring and retaining clients. You will provide investment and wealth advisory, review portfolios, and pursue cross-selling opportunities to grow assets under management.

The role requires CFP certification with related licenses and at least 2 years of experience in wealth sales. Strong communication and relationship-building skills are essential for success in a customer-centric banking

Qualifications

Minimum 2 years of sales experience in wealth and banca products with financial institutions.
CFP Certification with FIMM, PCE, CEILI and IPPC licenses required.
Pleasant personality with excellent verbal and written communication skills.

Responsabilités

Prepare and pro-actively execute sales plans for prospects from leads and self-generated sources.
Collaborate with branch/region teams on sales activities and campaigns for acquisition and retention.
Provide investment and wealth advisory to clients and manage their portfolios.
Periodically review client portfolios to increase AUM and cross-sell products.
Set appointments and conduct sales visits to build relationships and drive revenue.
Maintain regular contact with existing clients and support referral generation.