Relationship Manager, Premier Banking

4 days ago

Taiping, Perak, Malaysia RHB Banking Group Full time

Sales Planning & Activities

  • Prepare and proactively execute sales plans for prospective customers sourced from the Bank's leads (LMS) and self-generated leads.
  • Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
  • Provide investment and wealth advisory services to customers, including portfolio management support.
  • Conduct periodic reviews of customers' investment portfolios to grow Assets Under Management (AUM).
  • Identify and plan cross-selling and up-selling opportunities to increase customers' PHR and overall revenue.
  • Arrange appointments, conduct sales visitations, prospecting, and maintain ongoing customer engagement.

Sales Management

  • Maintain regular contact with existing customers to strengthen relationships and generate referrals.
  • Work closely with the Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns.
  • Prepare sales performance reports and competitor analysis for management review.
  • Ensure full compliance with the Bank's policies, procedures, and sales code of ethics.

Job Requirements

  • Degree holder.
  • Certified Financial Planner (CFP) with valid FIMM, PCE, CEILI, and IPPC licenses.
  • Minimum of 2 years' sales experience, preferably in wealth management and banca products within financial institutions.
  • Pleasant personality with excellent verbal and written communication skills.
  • Possess all relevant licenses required for the portfolio.
  • Strong sales and results-oriented mindset.
  • Good interpersonal and relationship-building skills.

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