Relationship Manager , Premier Banking – RHB Bank
Role Summary
The Relationship Manager, Premier Banking is responsible for managing and enhancing client relationships within the premier banking segment. This role involves executing sales strategies and providing tailored investment and wealth advisory services to high-net-worth clients.
Job Description
As a Relationship Manager in Premier Banking, you will engage with prospective customers, develop sales plans, and provide comprehensive investment and wealth advisory services. You will also conduct periodic reviews of customer portfolios to ensure alignment with their financial goals.
Key Responsibilities:
- Prepare and execute sales plans for prospective customers.
- Provide investment and wealth advisory services to clients.
- Conduct periodic reviews of customer portfolios.
- Identify cross-selling opportunities to enhance client value.
- Maintain customer engagement through regular communication.
- Collaborate with sales personnel to improve customer acquisition.
- Enhance customer retention through relationship management.
Job Requirements
Degree holder.
Certified Financial Planner (CFP) with valid FIMM, PCE, CEILI, and IPPC licenses.
Minimum of 2 years’ sales experience in wealth management and banca products.
Excellent verbal and written communication skills.
Strong sales and results-oriented mindset.
Good interpersonal and relationship-building skills.
Quick Info
Company
RHB Bank
Location
Selangor
Salary
—
Skills Required
6 skills
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Required Skills
Sales Strategy
Wealth Advisory
Customer Engagement
Portfolio Management
Communication
Relationship Management
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