Wealth & Relationship Advisor — Banking

RHB Banking Group; Perak; On-site; MYR 48,000 - 72,000; Full time

Job summary

A leading banking institution in Malaysia is seeking a dedicated sales professional to provide investment and wealth financial advisory services. The ideal candidate holds a degree and a Certified Financial Planner certification, with a minimum of 2 years of sales experience in wealth products. Strong communication skills and a sales-oriented mindset are essential. This role involves preparing sales plans, fostering customer relationships, and reviewing investment portfolios.

Qualifications

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

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Participate in sales activities/campaigns for customer acquisition and retention.
• Provide investment & wealth financial advisory to customers.
• Review customers’ investment portfolios.
• Identify cross-selling/up-selling opportunities.
• Maintain regular contact with existing customers.

Skills

Excellent verbal communication skills

Excellent written communication skills

Sales oriented

Interpersonal skills

Education

Degree holder

Certified Financial Planner certification

Job description

A leading banking institution in Malaysia is seeking a dedicated sales professional to provide investment and wealth financial advisory services. The ideal candidate holds a degree and a Certified Financial Planner certification, with a minimum of 2 years of sales experience in wealth products. Strong communication skills and a sales-oriented mindset are essential. This role involves preparing sales plans, fostering customer relationships, and reviewing investment portfolios.