Relationship Manager

AFFIN Group; Puchong; On-site; MYR 60,000 - 80,000; Full time

Job summary

Join a leading financial services provider in Malaysia as you manage and grow relationships with High Net Worth customers. You will provide tailored financial solutions, analyze market trends, and promote a range of wealth products. This role offers the opportunity to make a significant impact in the banking sector while working in a dynamic and innovative environment.

Qualifications

• Experience in managing High Net Worth customer relationships.
• Ability to analyze economic trends and recommend financial strategies.

Responsibilities

• Manage and deepen relationships with High Net Worth customers.
• Provide financial solutions and conduct financial analysis.
• Promote and sell wealth products and bancassurance.

Skills

Relationship Management

Financial Analysis

Sales

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

1. Manage, acquire, grow, and deepen High Net Worth customers’ relationships through effective relationship management.
2. Provide total financial solutions to High Net Worth customers.
3. 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.
4. Serve as the one-point contact for High Net Worth customers of the Bank.
5. Analyze economic trends, global markets, customer needs, and competitive products to structure personalized banking offerings.
6. Professionally promote and sell a wide range of wealth products and bancassurance to existing and potential customers.
7. Engage in cross-selling of other products based on customer needs.