Specialist, Retail Proposition

About the Role

We are seeking a proactive and results-driven Specialist, Retail Proposition to join RHB Trustees Berhad (RHBT). In this role, you will be responsible for managing and supporting agents and business partners, driving sales performance, and enhancing the distribution of RHBT products and services. You will work closely with internal and external stakeholders, participate in fieldwork and roadshows, and contribute to the development and enhancement of retail propositions to support business growth.

What you will be doing

• Track and monitor agents’ sales performance for KPI management and communicate performance updates to agents

• Manage agents by providing product knowledge support, overseeing form filling and submission, trust structuring, and promotion of RHBT products and services

• Conduct joint fieldwork with agents to assist in deal closures, including consultations with potential clients, especially for high-profile cases or when agents are new to RHBT offerings

• Manage and support business partners such as insurance/takaful operators, financial advisory companies, and banks through training, joint fieldwork, and roadshows

• Oversee the hiring and onboarding of quality agents and business partners

• Provide ongoing support and assistance to business partners to strengthen collaboration and performance

• Liaise with internal and external stakeholders to ensure smooth and effective business execution

• Follow up with direct clients by providing end-to-end support including consultation, proposal preparation, and form filling

• Participate in roadshows organized with internal stakeholders or collaborative partners

• Monitor and execute campaign activities to drive sales of products and services

• Contribute to the development and enhancement of new products and services to strengthen overall product offerings

• Conduct product training for new and existing agents, including preparation of training materials

What we're looking for

• Experience in retail financial services, sales support, business development, or a related field (experience with trusts, insurance, or wealth-related products is an advantage)

• Strong coordination, planning, and organizational skills

• Good communication and stakeholder management skills

• Self-driven, proactive, and passionate about business development and client engagement

• Ability to work closely with agents, business partners, and internal teams

• Willingness to participate in fieldwork, training sessions, and roadshows

What we offer

At RHB Banking Group, we are committed to fostering a collaborative and inclusive work environment that empowers our employees to reach their full potential. We offer competitive remuneration, comprehensive benefits, and opportunities for professional development and career growth. If you are passionate about retail propositions and building strong partnerships, we encourage you to apply and be part of our journey.