Relationship Manager, Premier Banking
RHB(2 months ago)
About this role
A Wealth Management Sales professional at a bank responsible for acquiring and managing clients' investment and wealth portfolios. The role involves preparing and executing sales plans from bank and self-generated leads, providing investment advisory to grow assets under management, and collaborating with branch and regional sales teams. The position focuses on cross-selling, client relationship management, and adherence to bank policies.
Required Skills
- Sales Planning
- Prospecting
- Financial Advisory
- Portfolio Review
- AUM Growth
- Cross Selling
- Relationship Building
- Communication
- Compliance
- Sales Reporting
Qualifications
- Degree
- CFP
- FIMM
- PCE
- CEILI
- IPPC
About RHB
rhbgroup.comRHB offers award-winning financial products and services for retail/personal and corporates such as small businesses and large enterprises (SME). These include banking, insurance, investment advisory services and more.
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