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This job is Relationship Manager, Premier Banking. You might like this job because you get to offer wealth management, financial planning, and investment advice to customers.
Undisclosed
Johor, Kuala Lumpur
Full-Time
1 week ago
Job Description
Primary Objective:
- Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets
- To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers
- Prepare and provide sound advisory on wealth and financial planning
- Maintain regular contacts and enhance banking relationship with customers for higher share of customers’ wallet
- Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
Key Responsibilities:
- Sales Planning & Activities
- Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
- Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
- Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
- Periodic review of customers’ investment portfolio and increase AUM
- Plan and identify cross selling/up selling to increase customers’ PHR and revenue
- Set appointments, sales visitations, prospecting and engagement with customers
- Sales Management
- Maintain regular contact with existing customers to foster closer relationship and for referrals
- Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
- Prepare and monitor sales performance and competitors analysis to Management
- Compliance to Bank’s policy, procedures and observe sales code of ethics
Job Requirements
Requirements:
Bachelor Degree - .
- Certified Financial Planner (CFP) – non mandatory
- Minimum 2 years of sale experience preferably in wealth and banca products with FIs
- Pleasant personality with excellent verbal and written communication skills
- Possess relevant licenses required for the portfolio
- Sales and results oriented
- Good interpersonal and relationship building skill
Company Benefits
Unlimited Medical Coverage
We care about our employees! We provide them with unlimited medical coverage for out-patient!
Hybrid Working Arrangement
You can enjoy work-from-home days with our hybrid working arrangement!
Extended Annual Leave!
We have long annual leaves!
Additional Info
Company Activity
Last active - few days ago
Experience Level
0 - 10 Years of Experience
Company Profile
RHB Bank Berhad
RHB Banking Group is a multinational regional financial services provider that is committed to delivering complete solutions to customers through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experiences, underpinned by a cohesive and inspired workforce, and relationships built with stakeholders.
Ranked among the top banks in Malaysia and with a significant presence in ASEAN, RHB has strong market leadership in Malaysia across targeted products and segments. With more than 14,000 employees Group-wide, RHB’s presence spans 7 countries in the ASEAN region.
RHB Banking Group is a fully integrated financial services group in Malaysia. The Group’s core businesses are structured into five business pillars, namely Group Community Banking, Group Wholesale Banking, Group Shariah Business, Group International Business and Group Insurance.
Source: rhbgroup.com