Relationship Manager (Nationwide)

AFFIN Group; Selangor; On-site; MYR 30,000 - 70,000; Full time

Job summary

Join a forward-thinking financial institution that is committed to transforming the banking experience. In this role, you will manage and deepen relationships with High Net Worth clients, providing them with tailored financial solutions that maximize and protect their wealth. You will analyze economic trends and customer needs to create personalized banking offerings while promoting a diverse range of wealth products. This is an exciting opportunity to make a real impact in the financial services landscape and help clients achieve their financial goals.

Qualifications

• Experience in managing High Net Worth customer relationships.
• Strong analytical skills for financial analysis and strategy recommendations.

Responsibilities

• Manage and deepen relationships with High Net Worth customers.
• Provide tailored financial solutions and promote wealth products.

Skills

Relationship Management

Financial Analysis

Wealth Management

Cross-Selling

Job description

Create the future with Affin! You too can make a difference.

We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where open minds meet and be inspired by a shared commitment to great work. You too can make a difference.

Accountabilities

• Manage, acquire, grow, and deepen High Net Worth customers’ relationships through effective relationship management.
• Provide total financial solutions to High Net Worth customers.
• Conduct financial analysis and recommend strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serve as the one-point contact for High Net Worth customers of the bank.
• Analyze economic trends, global markets, customer needs, and competitive products to structure personalized banking offerings.
• Professionally promote and sell a wide range of wealth products and bancassurance to existing and potential customers.
• Engage in cross-selling of other products based on customer needs.

Requirements

• Manage, acquire, grow, and deepen High Net Worth customers’ relationships through effective relationship management.
• Provide total financial solutions to High Net Worth customers.
• Conduct financial analysis and recommend strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serve as the one-point contact for High Net Worth customers of the bank.
• Analyze economic trends, global markets, customer needs, and competitive products to structure personalized banking offerings.
• Promote and sell a wide range of wealth products and bancassurance professionally to existing and potential customers.
• Engage in cross-selling of other products based on customer needs.