Wealth Relationship Manager: AUM Growth & Advisory

RHB Bank Berhad; Johor Bahru; On-site; MYR 150,000 - 210,000; Full time

Job summary

RHB Bank Berhad in Malaysia is seeking an experienced Sales Planning & Activities professional to drive acquisition and retention of clients. You will prepare proactive sales plans from LMS and self-generated leads and collaborate with PBC/branch/region levels on campaigns.

You will provide investment and wealth advisory services, review portfolios to grow AUM, and pursue cross-selling opportunities while ensuring compliance with bank policies.

Qualifications

• Degree holder with strong communication skills.
• CFP with licenses (FIMM, PCE, CEILI, IPPC) is required.
• Minimum 5 years’ sales experience, preferably in wealth management and banca products.
• Pleasant personality with excellent verbal and written communication skills.
• Possess all relevant licenses required for the portfolio.
• Strong sales and results-oriented mindset.

Responsibilities

• Prepare and proactively execute sales plans for prospective customers sourced from LMS leads and self-generated leads.
• Collaborate with PBC/branch/region sales teams on campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services including portfolio management support.
• Review customers’ portfolios to grow Assets Under Management (AUM).
• Identify cross-selling and up-selling opportunities to increase revenue.
• Arrange appointments, conduct sales visits, and maintain ongoing customer engagement.

Skills

Verbal and written communication

Interpersonal skills

Education

Degree holder

CFP with licenses (FIMM; PCE; CEILI; IPPC)

Job description

RHB Bank Berhad in Malaysia is seeking an experienced Sales Planning & Activities professional to drive acquisition and retention of clients. You will prepare proactive sales plans from LMS and self-generated leads and collaborate with PBC/branch/region levels on campaigns.

You will provide investment and wealth advisory services, review portfolios to grow AUM, and pursue cross-selling opportunities while ensuring compliance with bank policies.