Relationship Manager, Premier Banking

Relationship Manager, Premier Banking

RHB Banking Group
2-5 years
Not Specified

Job Description


Primary Objective:

  • Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets
  • To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers
  • Prepare and provide sound advisory on wealth and financial planning
  • Maintain regular contacts and enhance banking relationship with customers for higher share of customers wallet
  • Participate in branch/region/Bank sales activities and campaigns to achieve deliverables

Key Responsibilities:
  • Sales Planning & Activities
    • Prepare and pro-actively execute sales plans for prospective customers from Bank's leads (LMS) and self-generated leads
    • Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
    • Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
    • Periodic review of customers investment portfolio and increase AUM
    • Plan and identify cross selling/up selling to increase customers PHR and revenue
    • Set appointments, sales visitations, prospecting and engagement with customers
  • Sales Management
    • Maintain regular contact with existing customers to foster closer relationship and for referrals
    • Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
    • Prepare and monitor sales performance and competitors analysis to Management
    • Compliance to Bank's policy, procedures and observe sales code of ethics

Bachelor Degree - .

- Certified Financial Planner (CFP) - non mandatory

  • Minimum 2 years of sale experience preferably in wealth and banca products with FIs

  • Pleasant personality with excellent verbal and written communication skills
  • Possess relevant licenses required for the portfolio
  • Sales and results oriented
  • Good interpersonal and relationship building skill


Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards

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