Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
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).
...
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).
...
Develop and implement strategic plans for affluent deposit products, including product features, pricing, and promotional campaigns, to meet revenue and market share objectives.
Conduct in-depth market research and competitive analysis to identify opportunities and threats, and to ensure RHB's affluent deposit offerings remain competitive and innovative.
Collaborate with sales, marketing, and branch teams to ensure effective product distribution, training, and customer engagement for the affluent segment.
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Support the development and maintenance of strong relationships with large corporate clients by understanding their business and financial needs.
Assist in preparing credit proposals, financial analyses, and supporting documentation in compliance with internal policies and regulatory requirements.
Conduct market and industry research to identify business opportunities, emerging trends, and competitive developments.
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