Job Description
Job Summary** 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.