Senior Relationship Manager, Premier Banking at RHB Banking Group

Kuala Selangor, Selangor, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

22 Feb, 26

Salary

0.0

Posted On

24 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Planning, Customer Acquisition, Wealth Advisory, Portfolio Management, Cross-Selling, Upselling, Relationship Management, Communication Skills, Interpersonal Skills, Sales Performance Monitoring, Investment Portfolio Review, Compliance, Team Collaboration, Referral Generation, Results-Oriented, Dynamic Environment

Industry

Financial Services

Description

Sales Planning & Activities Develop and proactively execute sales plans for prospective customers using the Bank’s lead management system (LMS) as well as self-sourced leads. Actively participate and collaborate with sales personnel at PBC, branches, and regional teams on sales activities and campaigns for customer acquisition and retention. Provide investment and wealth advisory services to customers, assisting them with effective portfolio management. Conduct periodic reviews of customers’ investment portfolios to enhance their asset under management (AUM). Identify opportunities for cross-selling and upselling to increase customers’ product holding ratio (PHR) and overall revenue. Arrange appointments, conduct sales visits, and engage in prospecting and customer engagement activities. 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 initiatives, promotions, and campaigns. Prepare and monitor sales performance reports and competitor analyses for Management. Ensure full compliance with the Bank’s policies, procedures, and the sales code of ethics. Job Requirements Degree holder. Certified Financial Planner (CFP) with FIMM, PCE, CEILI, and IPPC licenses. Minimum of 2 years’ sales experience, preferably in wealth management and bancassurance within financial institutions. Pleasant personality with strong verbal and written communication skills. Possession of all relevant licenses required for the role. Sales-driven and results-oriented. Strong 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 Senior Relationship Manager is responsible for developing and executing sales plans for prospective customers while providing investment and wealth advisory services. They will maintain regular contact with existing customers to strengthen relationships and generate referrals.