About the Role
We are seeking a proactive and results-driven Specialist, Retail Proposition to join RHB Trustees Berhad (RHBT). In this role, you will be responsible for managing and supporting agents and business partners, driving sales performance, and enhancing the distribution of RHBT products and services. You will work closely with internal and external stakeholders, participate in fieldwork and roadshows, and contribute to the development and enhancement of retail propositions to support business growth.
What you will be doing
Track and monitor agents’ sales performance for KPI management and communicate performance updates to agents
Manage agents by providing product knowledge support, overseeing form filling and submission, trust structuring, and promotion of RHBT products and services
Conduct joint fieldwork with agents to assist in deal closures, including consultations with potential clients, especially for high-profile cases or when agents are new to RHBT offerings
Manage and support business partners such as insurance/takaful operators, financial advisory companies, and banks through training, joint fieldwork, and roadshows
Oversee the hiring and onboarding of quality agents and business partners
Provide ongoing support and assistance to business partners to strengthen collaboration and performance
Liaise with internal and external stakeholders to ensure smooth and effective business execution
Follow up with direct clients by providing end-to-end support including consultation, proposal preparation, and form filling
Participate in roadshows organized with internal stakeholders or collaborative partners
Monitor and execute campaign activities to drive sales of products and services
Contribute to the development and enhancement of new products and services to strengthen overall product offerings
Conduct product training for new and existing agents, including preparation of training materials
What we're looking for
Experience in retail financial services, sales support, business development, or a related field (experience with trusts, insurance, or wealth-related products is an advantage)
Strong coordination, planning, and organizational skills
Good communication and stakeholder management skills
Self-driven, proactive, and passionate about business development and client engagement
Ability to work closely with agents, business partners, and internal teams
Willingness to participate in fieldwork, training sessions, and roadshows
What we offer
At RHB Banking Group, we are committed to fostering a collaborative and inclusive work environment that empowers our employees to reach their full potential. We offer competitive remuneration, comprehensive benefits, and opportunities for professional development and career growth. If you are passionate about retail propositions and building strong partnerships, we encourage you to apply and be part of our journey.
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.
