Snr Rship Mgr, Premier Bkg at RHB Banking Group

Kuala Lumpur, Kuala Lumpur, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

01 Aug, 26

Salary

0.0

Posted On

03 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales planning, Customer acquisition, Wealth advisory, Portfolio management, Cross-selling, Up-selling, Relationship management, Financial analysis, Bancassurance, Communication skills, Interpersonal skills, Performance mindset, Compliance

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 Hold a Bachelor’s degree in any field of study. Have relevant licenses such as FIMM, PCE, CEILI, or IPPC. Minimum 2 years of sales experience, preferably in wealth and bancassurance products within financial institutions. Pleasant personality with excellent verbal and written communication skills. Possession of relevant licenses required for the portfolio. Sales- and results-oriented with a strong performance mindset. 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 role involves executing sales plans to acquire and retain customers while providing wealth advisory services and managing investment portfolios. You will also be responsible for conducting sales visitations, maintaining customer relationships, and ensuring compliance with bank policies.