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    RH

    RHB Bank Berhad

    Banking

    Relationship Manager, Premier Banking

    Jalan Chain Ferry, Prai Branch, MalaysiaFull-time2+ yrs experiencePosted 3mo ago
    All RHB Bank Berhad jobs

    Job 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.

    Job details are sourced from the employer's original posting.

    Open job posting
    RH

    About the company

    RHB Bank Berhad

    RHB Bank Berhad is a leading Malaysian banking group that offers a comprehensive range of financial products and services.

    View all RHB Bank Berhad jobs
    Industry
    Banking
    Open roles
    137

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