Wealth & Relationship Architect - Premier Banking

RHB Group; Selangor; On-site; MYR 60,000 - 100,000; Full time

Job summary

A leading banking institution in Malaysia is looking for a Sales Planning & Activities expert to develop and execute sales plans, provide investment advisories, and maintain customer relationships. This role requires a degree and a CFP certification. Ideal candidates will have at least 2 years of relevant sales experience and excellent communication skills. Join us to foster customer relationships and drive sales growth.

Qualifications

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

Responsibilities

• Execute sales plans for prospective customers.
• Prepare and provide investment advisory to customers.
• Maintain regular contact with existing customers.

Skills

Sales and results oriented

Excellent verbal and written communication skills

Good interpersonal and relationship building skills

Education

Degree holder

Certified Financial Planner certification (CFP)

Job description

Sales Planning & Activities

• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
• Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
• Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
• Periodic review of customers’ investment portfolio and increase AUM
• Plan and identify cross selling/up selling to increase customers’ PHR and revenue
• Set appointments, sales visitations, prospecting and engagement with customers
  
  

Sales Management

• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Prepare and monitor sales performance and competitors analysis to Management
• Compliance to Bank’s policy, procedures and observe sales code of ethics
  
  

Job Requirements

• Degree holder
• Certified Financial Planner certification (CFP) with FIMM, PCE, CEILI and IPPC license.
• Minimum 2 years of sale experience preferably in wealth and banca products with FIs
• Pleasant personality with excellent verbal and written communication skills
• Possess relevant licenses required for the portfolio
• Sales and results oriented
• Good interpersonal and relationship building skill