Relationship Manager, Premier Banking

RHB Banking Group


Date: 11 hours ago
City: Remote
Contract type: Full time
Remote
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

  • Degree holder
  • Certified Financial Planner certification (CFP) with FIMM, PCE, CEILI and IPPC license.
  • 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

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Engineer - Internet-of-Things (IoT) Engineering

B. Braun Group, Remote
11 hours ago
Are you passionate to be in the role as Engineer - Internet-of-Things (IoT) Engineering? Do you have experience in PLC Programming ? If so, this opportunity could be for you! Join us at B. Braun, a leader in the medical devices industry, where your skills and experience will be recognized and celebrated. Take the next step in your career with...

Sales Engineer

WatchGuard Technologies, Remote
12 hours ago
About The PositionThe Sales Engineer – Southeast Asia (Malaysia/Indonesia) reports to the Manager of  APAC  Sales Engineering and is responsible for driving technical sales success and supporting revenue growth within an assigned geographic area. They are responsible for directly engaging end users to stimulate business through indirect sales channels such as value-added resellers (VARs), resellers and distributors, and to serve...

HVAC Tester-IS

Vertiv, Remote
13 hours ago
Position Overview JOB DESCRIPTION The HVAC Tester is responsible for performing HVAC system testing, verification, and basic pre‑commissioning activities on data center cooling units and related mechanical equipment. This role ensures HVAC systems are tested according to established procedures, comply with engineering requirements, and are ready for subsequent commissioning phases.The HVAC Tester works closely with senior testers, supervisors, engineering teams,...