Premier Relationship Manager

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 bancassurance 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/Bank sales activities and campaigns to achieve deliverables

KEY PERFORMANCE INDICATORS (KPIs)

• Individual SOP targets
• AUM growth
• PBC revenue targets & growth
• New To Premier customer growth
• Cross-sell targets e.g Safe Deposit Box take up, Mortgage and Bancassurance
• Premier Campaign target
• RHBNow sign up
• Customer complaint TAT
• Audit, Risk & Compliance

KEY RESPONSIBILITIES

Sales Planning & Activities

• Prepare and pro-actively execute sales plans for prospective customers from Banks leads, customer referrals and self-generated leads
• Actively participate and collaborate with other sales personnel at Premier Centre/branch/regional counterparts e.g. Malaysia/Singapore on sales activities/campaigns for customer acquisition and retention
• Prepare and provide financial advisory and assistance to customers for their wealth/investment management
• Periodic review of customers total portfolio and increase AUM with the Bank
• Plan and identify cross selling/up selling to targeted customers
• 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 Head of Premier, Branch Manager and Head of Business Banking on sales activities, promotion and campaigns
• Prepare and monitor sales performance and competitors analysis to Management
• Compliance to Banks policy, procedures and observe sales code of ethics

Formal Education:

• Diploma or Degree holder
• Professional Accreditation:
• Preferred level of Experience (by years/function/industry):
• Minimum 2 years of sale experience in retail segment preferably in Financial services, Insurance or Wealth Management
• Pleasant personality with excellent verbal and written communication skills
• Sales and results oriented
• Good interpersonal and relationship building skill

Other skills required:

• Must be fluent in English. Candidate can speak & read Mandarin will be added advantage.
• Possess relevant financial licenses required for the portfolio would be added advantage