RHB Banking Group

Senior Relationship Manager, Premier Banking

RHB Banking Group  •  Malaysia (Onsite)  •  2 months ago
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Job Description

  • Proactively acquire, develop, and retain a portfolio of affluent and high-net-worth individual clients, focusing on building long-term relationships.
  • Conduct in-depth financial needs analysis for clients, understanding their financial goals, risk appetite, and investment objectives.
  • Develop and present comprehensive financial plans and solutions, encompassing a wide range of Premier Banking products and services (e.g., investments, wealth management, insurance, loans, deposits).
  • Monitor market trends, economic conditions, and product developments to provide timely and relevant advice to clients.
  • Collaborate with internal specialists (e.g., investment advisors, product managers, credit officers) to deliver integrated solutions.
  • Ensure compliance with all internal policies, procedures, and relevant regulatory requirements.
  • Achieve individual and team sales targets and key performance indicators (KPIs).
  • Provide exceptional client service, addressing inquiries, resolving issues, and ensuring a positive banking experience.
  • Participate in client events, seminars, and networking activities to expand client base and enhance brand visibility.


Job Requirements:

  • Bachelor's degree in Banking, Finance, Business Administration, Economics, or a related field.
  • Minimum of 5-7 years of experience in relationship management within the Premier Banking, Private Banking, or wealth management sector, preferably with a strong focus on high-net-worth clients.
  • Proven track record of consistently meeting and exceeding sales targets and building strong client relationships.
  • Strong understanding of a wide range of financial products and services, including investment instruments, wealth management solutions, and credit facilities.
  • Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex financial concepts clearly.
  • Demonstrated ability to build rapport, influence, and negotiate effectively with affluent clients.
  • Self-motivated, results-oriented, and able to work independently as well as part of a team.
  • Relevant industry certifications (e.g., FIMM, PCE, CMFAS) are highly advantageous.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
RHB Banking Group

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.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Kuala Lumpur, MY
Year Founded
Unknown
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