Manage and grow a portfolio of corporate and institutional clients, ensuring their financial needs are met through a comprehensive range of banking products and services.
Proactively identify and develop new business opportunities within the CBBC segment to expand the client base and increase market share.
* Conduct thorough financial analysis and due diligence on clients to assess creditworthiness and propose suitable financing solutions.
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To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments
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Manage and grow a portfolio of corporate and institutional clients, ensuring their financial needs are met through a comprehensive range of banking products and services.
Proactively identify and develop new business opportunities within the CBBC segment to expand the client base and increase market share.
* Conduct thorough financial analysis and due diligence on clients to assess creditworthiness and propose suitable financing solutions.
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Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
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To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine
To professionally sell a wide range of banca products to existing and prospective customers
To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
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The Team Member, Investors Advisory at RHB Bank Berhad plays a crucial role in delivering comprehensive and personalized investment advisory services to high-net-worth individuals and corporate clients. This role involves developing and maintaining strong client relationships, identifying investment opportunities, and providing tailored solutions to meet financial goals.
Support the Head of Group International Tax Compliance & Transfer Pricing in managing the Group’s transfer pricing affairs and ensuring transfer pricing documentation is prepared and available within regulatory timelines.
Assist in the annual review of management cost allocation to ensure the allocation basis complies with transfer pricing rules and regulations.
Act as a liaison with tax agents and regulatory authorities in relation to transfer pricing matters across relevant countries.
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Supporting the Relationship Director in the delivery of bespoke services and comprehensive solutions to UHNW clients
Assisting in the management of client relationships to ensure their wealth is effectively managed, minimizing risks of complaints, financial losses, or litigation
Contributing to the development and execution of business processes to enhance client experience and streamline operations within the Family Office
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To provide support to the team wherever and whenever required to ensure mandates are executed efficiently
To ensure work undertaken is of the highest quality and does not fall foul of any regulatory or legal requirements and internal rules and compliance requirements
To support the team leader and manager to execute mandates in a timely and efficient manner
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To develop and implement frameworks, review, propose improvements, and implement the improvements in RHB Group’s Performance Management system, policies & processes,
Collect, analyze, and report on performance data to identify trends and opportunities for improvement, providing insights to management and HR leadership
Work with Learning & Development teams to design and implement training programs that address performance gaps
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