HNWI Wealth Advisor & Relationship Lead

Affin Bank Berhad; Kuching; On-site; MYR 90,000 - 150,000; Full time

Job summary

AFFIN BANK BERHAD is seeking a high calibre professional to manage and grow relationships with High Net Worth clients in Malaysia. The role focuses on delivering total financial solutions, analysing markets and client needs, and structuring personalised banking offerings to protect and grow wealth.

The incumbent will act as the primary contact for HNW customers, promote wealth products and bancassurance, and collaborate across teams to deliver tailored financial strategies and cross-sell

Qualifications

• Manages, acquires, grows and deepens High Net Worth customers relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.

Responsibilities

• Manages, acquires, grows and deepens High Net Worth customers relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.

Job description

AFFIN BANK BERHAD is seeking a high calibre professional to manage and grow relationships with High Net Worth clients in Malaysia. The role focuses on delivering total financial solutions, analysing markets and client needs, and structuring personalised banking offerings to protect and grow wealth.

The incumbent will act as the primary contact for HNW customers, promote wealth products and bancassurance, and collaborate across teams to deliver tailored financial strategies and cross-sell