Wealth Relationship Lead for Portfolio Growth

RHB Group; Perak; On-site; MYR 40,000 - 60,000; Full time

Job summary

RHB Banking Group in Malaysia, Perak is seeking a Sales Planning & Activities professional to prepare and execute sales plans for prospective customers. The role involves collaborating with sales teams on campaigns for customer acquisition and retention.

The ideal candidate should have a degree, Certification as a Financial Planner, and a minimum of 2 years of sales experience. Strong communication skills and a results-oriented mindset are essential for success.

Qualifications

• Minimum 2 years of sales experience, preferably in wealth management.
• Pleasant personality with excellent verbal and written communication skills.
• Sales and results oriented individual.

Responsibilities

• Prepare and execute sales plans for customers.
• Collaborate with sales personnel on customer acquisition.
• Provide investment and wealth financial advisory to customers.
• Monitor sales performance and competitor analysis.

Skills

Relationship building

Sales proficiency

Communication skills

Customer engagement

Education

Degree holder

Certified Financial Planner certification

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