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RHB Banking Group
Relationship Manager, Premier Banking
full-time•Wellington

Summary

Location

Wellington

Type

full-time

Company links

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About this role

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.

Other facts

Tech stack
Sales Planning,Customer Acquisition,Investment Advisory,Portfolio Management,Relationship Management,Sales Reporting,Compliance,Communication Skills,Interpersonal Skills,Cross-Selling,Up-Selling,Team Collaboration,Customer Engagement,Results-Oriented,Wealth Management,Banca Products

About RHB Banking Group

We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders

Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services.

TOGETHER WE PROGRESS

Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so.

Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region.

We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead.

We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future.

We invite you to join us as we work towards a better and brighter future for all.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Relationship Manager is responsible for executing sales plans, providing investment and wealth advisory services, and conducting periodic reviews of customer portfolios. They will also identify cross-selling opportunities and maintain ongoing customer engagement.

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Frequently Asked Questions

What does a Relationship Manager, Premier Banking do at RHB Banking Group?

As a Relationship Manager, Premier Banking at RHB Banking Group, you will: the Relationship Manager is responsible for executing sales plans, providing investment and wealth advisory services, and conducting periodic reviews of customer portfolios. They will also identify cross-selling opportunities and maintain ongoing customer engagement..

Why join RHB Banking Group as a Relationship Manager, Premier Banking?

RHB Banking Group is a leading Financial Services company.

Is the Relationship Manager, Premier Banking position at RHB Banking Group remote?

The Relationship Manager, Premier Banking position at RHB Banking Group is based in Wellington, Wellington, New Zealand. Contact the company through Clera for specific work arrangement details.

How do I apply for the Relationship Manager, Premier Banking position at RHB Banking Group?

You can apply for the Relationship Manager, Premier Banking position at RHB Banking Group directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about RHB Banking Group on their website.