HNW Wealth Advisor & Relationship Manager

alrajhi bank Malaysia; Johor Bahru; Sur place; MYR 90 000 - 150 000; Plein temps

Résumé du poste

alrajhi bank Malaysia is seeking a client-facing Wealth Relationship Manager to acquire, manage, and deepen relationships with high-net-worth clients. You will deliver sophisticated holistic wealth advisory services, with a focus on selling specialized investment products while ensuring compliance with regulatory standards.

In this role you will be the single touch point for HNW individuals, work with the Branch Manager, grow AUM and fee income, source new business, build rapport, and ensure

Qualifications

• Bachelor’s degree or equivalent in any field.
• Minimum of 3 years of proven experience in a Relationship Management or sales role within Banking/Financial Services in Malaysia, with a track record selling wealth products.
• Possess valid professional licenses/certifications required by Malaysian regulators (e.g., UT, FIMM, IPPC/PCE, TBE, or equivalent).
• Strong knowledge of compliance, regulatory requirements and AMLA/CFT.

Responsabilités

• Single touch point to serve HNW individuals and fulfill financial & banking needs via planning & customized wealth solutions.
• Achieve targets and work with the Branch Manager to align sales activities with business direction.
• Grow AUM, fee income, profitability and customer base through active acquisition & prospecting of NTB HNW individuals in the target market group.
• Source for new business/customers and build rapport with customers.
• Retain existing customers and grow wallet share through cross-selling.
• Ensure high-quality service delivery by meeting/exceeding customer expectations per SLAs and robust processes.
• Maintain strict compliance with Bank policies, internal controls, regulatory requirements and AMLA/CFT; resolve customer complaints within the stated TAT.

Connaissances

Relationship management

Sales

Wealth products

Formation

Bachelor’s Degree or equivalent

Description du poste

alrajhi bank Malaysia is seeking a client-facing Wealth Relationship Manager to acquire, manage, and deepen relationships with high-net-worth clients. You will deliver sophisticated holistic wealth advisory services, with a focus on selling specialized investment products while ensuring compliance with regulatory standards.

In this role you will be the single touch point for HNW individuals, work with the Branch Manager, grow AUM and fee income, source new business, build rapport, and ensure