HNW Wealth Relationship Strategist

Affin Bank Berhad; Selayang Municipal Council; On-site; MYR 180,000 - 360,000; Full time

Job summary

AFFIN BANK BERHAD seeks an experienced wealth relationship manager to grow and deepen HNW client relationships in Malaysia. You will deliver total financial solutions across investments, insurance, and lending, acting as the primary contact for HNW clients and tailoring offerings to individual needs.

You will analyze markets and client needs to structure personalized banking solutions, promote a wide range of wealth and bancassurance products, and collaborate across departments to drive revenue

Qualifications

• Bachelor’s degree in finance, business, economics or related field.
• 3–5 years in banking, wealth management or relationship management with HNW clients.
• Strong knowledge of investment, insurance, and lending products.
• Excellent interpersonal and communication skills to engage affluent clients confidently.

Responsibilities

• Manage, acquire, grow and deepen High Net Worth clients' relationships.
• Provide total financial solutions to High-Net-Worth clients.
• Analyze financial markets and recommend strategies to grow wealth.
• Promote and sell wealth and bancassurance products to clients.
• Cross-sell other bank products based on client needs.

Skills

Interpersonal skills

Communication skills

Sales track record

Client acquisition

Education

Bachelor's degree in finance/business/economics

Job description

AFFIN BANK BERHAD seeks an experienced wealth relationship manager to grow and deepen HNW client relationships in Malaysia. You will deliver total financial solutions across investments, insurance, and lending, acting as the primary contact for HNW clients and tailoring offerings to individual needs.

You will analyze markets and client needs to structure personalized banking solutions, promote a wide range of wealth and bancassurance products, and collaborate across departments to drive revenue