Senior Relationship Manager, Premier Banking – RHB Bank
Role Summary
The Senior Relationship Manager, Premier Banking is responsible for proactively acquiring, developing, and retaining a portfolio of affluent and high-net-worth individual clients. This role focuses on building long-term relationships and delivering integrated financial solutions tailored to clients' needs.
Job Description
In this role, you will engage with clients daily, conducting in-depth financial needs analyses to understand their goals and investment objectives. You will collaborate with internal specialists to provide comprehensive financial plans and monitor market trends to ensure optimal service delivery.
Key Responsibilities:
- Acquire and develop a portfolio of affluent and high-net-worth clients.
- Conduct in-depth financial needs analysis for clients.
- Develop and present comprehensive financial plans and solutions.
- Monitor market trends to identify opportunities for clients.
- Collaborate with internal specialists to deliver integrated solutions.
- Build long-term relationships with clients through effective communication.
- Meet and exceed sales targets consistently.
Job Requirements
Bachelor's degree in Banking, Finance, Business Administration, Economics, or a related field.
Minimum of 5-7 years of experience in relationship management within the Premier Banking sector.
Proven track record of meeting and exceeding sales targets.
Strong understanding of financial products and services.
Excellent communication and interpersonal skills.
Self-motivated and results-oriented.
Relevant industry certifications are highly advantageous.
Quick Info
Company
RHB Bank
Location
Kuala Lumpur
Salary
Undisclosed
Skills Required
7 skills
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Required Skills
Relationship Management
Financial Analysis
Sales Strategy
Client Acquisition
Communication
Negotiation
Market Analysis
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