Wealth Relationship Manager — Premier Banking

RHB Group; Pahang; Vor Ort; MYR 40.000 - 60.000; Vollzeit

Zusammenfassung

RHB Banking Group is seeking a Sales Planning & Activities professional in Malaysia, Pahang. The role involves preparing and executing sales plans, collaborating with teams for customer acquisition, and providing financial advisory to clients.

Candidates should hold a degree and have a CFP certification with a minimum of 2 years' sales experience in wealth and banca products. Strong communication skills and relevant licenses are essential for this position.

Qualifikationen

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

Aufgaben

• Prepare and execute sales plans for prospective customers.
• Maintain regular contact with existing customers for referrals.
• Work closely with management on sales activities, promotions, and campaigns.

Kenntnisse

Sales and results oriented

Excellent verbal and written communication skills

Good interpersonal and relationship building skill

Ausbildung

Degree holder

Certified Financial Planner certification (CFP)

Jobbeschreibung

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