Senior Relationship Manager, Premier Banking at RHB Banking Group

Kuching, Sarawak, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

15 Aug, 26

Salary

0.0

Posted On

18 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Planning, Wealth Advisory, Portfolio Management, Customer Acquisition, Cross-selling, Up-selling, Relationship Management, Competitor Analysis, Financial Planning, Communication Skills, Interpersonal Skills

Industry

Financial Services

Description

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. A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.

Responsibilities

The role involves executing sales plans to acquire and retain premier banking customers while providing investment and wealth advisory services. The manager is responsible for growing Assets Under Management (AUM) and maintaining strong client relationships to generate referrals.