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Responsible for managing and growing a portfolio of high-net-worth clients within the Mass Market Premier (MMP) segment, providing tailored financial solutions and excellent service to achieve business objectives.
Job Responsibilities**
* Cultivate and maintain strong, long-term relationships with existing MMP clients, understanding their financial needs and goals.
* Identify and acquire new MMP clients through active prospecting, referrals, and networking activities.
* Conduct comprehensive financial needs analysis for clients, offering appropriate banking products, investment solutions, and wealth management services.
* Achieve individual sales targets and contribute to the overall team and branch financial goals.
* Provide proactive and personalized financial advice, ensuring clients are informed of market trends and product developments.
* Collaborate with internal product specialists and support teams to deliver integrated financial solutions.
* Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements.
* Handle client inquiries, requests, and complaints efficiently and professionally.
* Participate in marketing and client engagement events to promote RHB Bank Berhad's offerings.
* Prepare and present regular reports on client portfolio performance and sales activities.
Job Qualifications**
* Bachelor's degree in Banking, Finance, Business Administration, or a related field.
* Minimum of 3-5 years of experience in relationship management within the retail banking or wealth management sector, preferably with experience serving high-net-worth clients.
* Proven track record of consistently meeting and exceeding sales targets.
* Strong understanding of financial products, investment instruments, and wealth management services.
* Excellent communication, interpersonal, and presentation skills.
* Client-centric mindset with a strong commitment to delivering exceptional service.
* Ability to work independently and as part of a team in a fast-paced environment.
* Relevant financial certifications (e.g., CMFAS modules) will be an advantage.
* Proficiency in English; knowledge of other languages may be an advantage.
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.
