Relationship Manager , Premier Banking (Southern) – RHB Bank
Role Summary
The Relationship Manager, Premier Banking (Southern) is responsible for executing sales plans and providing investment and wealth advisory services. This role plays a crucial part in maintaining customer relationships and enhancing revenue through effective portfolio management and cross-selling opportunities.
Job Description
As a Relationship Manager in Premier Banking, you will engage with clients daily to understand their financial needs and provide tailored solutions. You will work in a dynamic environment that emphasizes collaboration with sales personnel and management to achieve sales targets and ensure compliance.
Key Responsibilities:
- Execute sales plans to meet and exceed targets.
- Provide investment and wealth advisory services to clients.
- Maintain and strengthen customer relationships through regular communication.
- Conduct periodic reviews of investment portfolios.
- Identify cross-selling opportunities to enhance revenue.
- Collaborate with sales personnel to ensure compliance with regulations.
- Report on sales performance and market trends to management.
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.
Quick Info
Company
RHB Bank
Location
Johor
Salary
—
Skills Required
6 skills
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Required Skills
Sales Strategy
Wealth Management
Client Relationship Management
Communication
Financial Analysis
Problem Solving
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