Wealth & Relationship Architect - Premier Banking

RHB Banking 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

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.