Relationship Manager , Premier Banking (Klang Valley)

Job Responsibilities

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.

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, p...

Ready to Apply?

Submit your application today and join our talented team at RHB Banking Group.