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Open nowPosted 10 days ago

Senior Relationship Manager, Premier Banking

RHB464 open roles

Where
Selangor
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Your applicationOpen nowSenior Relationship Manager, Premier BankingRHB · Selangor

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on RHB's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. RHB postings stay open a median of 10 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: posted 10 days ago

RHB median: 10 days open

The posting

Sales Planning & Activities

  • Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
  • Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
  • Provide investment and wealth advisory services to customers, including portfolio management support.
  • Conduct periodic reviews of customers’ investment portfolios to grow Assets Under Management (AUM).
  • Identify and plan cross-selling and up-selling opportunities to increase customers’ PHR and overall revenue.
  • Arrange appointments, conduct sales visitations, prospecting, and maintain ongoing customer engagement.

Sales Management

  • Maintain regular contact with existing customers to strengthen relationships and generate referrals.
  • Work closely with the Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns.
  • Prepare sales performance reports and competitor analysis for management review.
  • Ensure full compliance with the Bank’s policies, procedures, and sales code of ethics.

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.
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