We are in need of a dedicated Premier Relationship Manager (Kuala Lumpur) to join our cohesive team at RHB Banking Group in Kuala Lumpur City Centre, Kuala Lumpur.
Growing your career as a Full time Premier Relationship Manager (Kuala Lumpur) is an amazing opportunity to develop competitive skills.
If you are strong in analysis, adaptability and have the right aptitude for the job, then apply for the position of Premier Relationship Manager (Kuala Lumpur) at RHB Banking Group today!
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
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
BRANCHES AVAILABLE:
- Jln Tun Razak, KL
- Jln Pasar, KL
- Kg Baru Sg Buloh
- Kepong
- Setapak
- Segambut
- Plaza OSK
- Ampang
Benefits of working as a Premier Relationship Manager (Kuala Lumpur) in Kuala Lumpur City Centre, Kuala Lumpur:
● Opportunity to Make a Difference
● Rapid Progression
● Leading Industry Pay