Centre Manager, Premier Banking

8 hours ago

Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full time

Primary Objective

  • To grow and achieve HNI customers' Wealth AUM and NTP customer targets under the domicle PBC centre
  • Provide and effective manage of the domicle PBC centre as a one-stop Wealth management and Premier solutions to HNI customers
  • Strategic planning and execute all Premier business initiatives, organize/plan Premier sales activities to generate sales volume and ensuring the Bank's Premier platform has a strong presence in the local market
  • Deliver excellence and quality of customer experience to maintain good rapport and loyalty of HNI customers

Key Responsibilities

  • Strategy & Planning

  • Develop, implement and manage the domicle PBC's sales and operations plans to achieve centre target

  • Collaborate with BM, branch sales personnel and Regional Sales Heads to drive and grow NTP customer acquisition, retention and satisfaction

  • Sales Management

  • To achieve the sales & revenue targets by managing the business implementation of Premier Banking for the centre that covers a number of branches' HNI clients portfolio

  • To execute sales plans and allocation of sales targets with the team of Relationship Managers and monitor achievement of committed target
  • To lead, motivate, coach and develop the Relationship Managers on effective presentation, selling, financial planning, investment counselling and relationship building skills
  • Actively provide on-the-job training and people development of all staff

  • To plan & execute the clients' marketing events/activities on monthly basis so as to drive the business volumes.

  • Centre Operation

  • To manage and ensure high quality customer service delivery in the centre

  • To ensure smooth and effective centre operation to achieve satisfactory audit rating and compliance to Bank's policies & procedures and guidelines

Requirements

  • Diploma or Degree in Business & Marketing or any related field
  • Professional Banking Certificate (IPPC, FIMM, CEILI, PCE)
  • Minimum 8 years of experience in any FIs with relevant experience in managing wealth management sales
  • Experience in people management, team sales performance and provide high service standard
  • Have the relevant licenses for the portfolio
  • Other skills required:
  • Good knowledge and exposure in wealth sales and products and local retail market landscape
  • Strong leadership and excellence interpersonal & relationship building skills

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