Wealth Relationship Manager - Growth, Advisory & Cross-Sell

RHB Group; Johor Bahru; On-site; MYR 60,000 - 95,000; Full time

Job summary

RHB Banking Group in Malaysia seeks a wealth sales professional to proactively execute sales plans for both sourced and self-generated leads. You will collaborate with branch and regional teams to drive customer acquisition, retention, and portfolio growth, delivering investment advice and portfolio management support to clients.

Responsibilities include regular portfolio reviews to grow AUM, identifying cross-sell opportunities, arranging appointments, and maintaining active client engagement.

Qualifications

• Bachelor's degree required.
• Certified Financial Planner (CFP) with valid licenses.
• Minimum of 2 years' sales experience in wealth management.
• Strong communication skills (verbal and written).
• Possess all licenses required for the portfolio.

Responsibilities

• Prepare and execute sales plans for prospective customers sourced from LMS leads and self-generated leads.
• Collaborate with branch/region teams on campaigns for customer acquisition and retention.
• Provide investment and wealth advisory services, including portfolio management support.
• Conduct periodic reviews of client portfolios to grow AUM.
• Identify cross-selling/up-selling opportunities to increase revenue and client asset base.

Skills

Sales

Communication skills

Relationship building

Customer engagement

Education

Bachelor's degree

Job description

RHB Banking Group in Malaysia seeks a wealth sales professional to proactively execute sales plans for both sourced and self-generated leads. You will collaborate with branch and regional teams to drive customer acquisition, retention, and portfolio growth, delivering investment advice and portfolio management support to clients.

Responsibilities include regular portfolio reviews to grow AUM, identifying cross-sell opportunities, arranging appointments, and maintaining active client engagement.