Regional Wealth Manager

AFFIN Group; Putrajaya; On-site; MYR 60,000 - 100,000; Full time

Job summary

A leading company in financial services seeks a Wealth Management Strategy Lead to drive client acquisition and manage a team across branches. You will ensure compliance, implement strategic plans, and foster relationships with high-net-worth clients. Join us to make an impact in the financial landscape.

Qualifications

• Bachelor's Degree in Finance or Business Administration required.
• In-depth knowledge of Wealth Management Products.
• Able to lead and coach a team of wealth professionals.

Responsibilities

• Lead and manage the wealth management strategy across multiple branches.
• Build and maintain strong relationships with high-net-worth individuals.
• Ensure adherence to regulatory requirements and internal policies.

Skills

Leadership

Analytical Skills

Client Relationship Management

Sales Skills

Education

Bachelor's Degree in Finance or Business Administration

Tools

Customer Relationship Management systems

Job description

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

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

Job Purpose

The role is responsible for leading and managing the wealth management strategy across multiple branches within a designated region. This role focuses on driving high-net-worth client acquisition, deepening client relationships, and ensuring consistent delivery of superior wealth solutions and services.

Job Responsibilities

• Regional Wealth Strategy & Execution
• Develop and implement regional strategies to grow the wealth management portfolio.
• Analyze market trends and client demographics to tailor regional offerings.
• Align regional goals with national wealth management objectives.
• Team Leadership & Performance Management
• Lead, coach, and develop a team of Wealth Managers and Relationship Managers.
• Set and monitor performance targets, ensuring alignment with business goals.
• Foster a high-performance culture focused on client satisfaction and revenue growth.
• Client Relationship Management
• Build and maintain strong relationships with high-net-worth individuals (HNWIs).
• Provide strategic financial advice and customized wealth solutions.
• Ensure consistent delivery of exceptional client experiences across the region.
• Sales & Product Penetration
• Drive cross-selling of investment, insurance, and banking products.
• Collaborate with product and marketing teams to ensure regional product relevance.
• Monitor and report on sales performance and product uptake.
• Compliance & Risk Management
• Ensure adherence to regulatory requirements and internal policies.
• Monitor risk exposure and implement mitigation strategies.
• Conduct regular reviews and audits to maintain compliance standards.
• Stakeholder Engagement
• Liaise with internal stakeholders including branch managers, product teams, and compliance.
• Represent the region in national wealth management initiatives and strategy sessions.
• Act as a key point of contact for escalations and strategic discussions.
  
  

Job Requirements

• A Bachelor's Degree in Finance, Business Administration or relevant field.
• In depth knowledge of Wealth Management Products relating to investment, insurance, and banking solutions.
• Knowledge of financial advisory practices, estate planning, and retirement strategies.
• Familiar with local and international financial regulations and risk management.
• Awareness of economic indicators, financial markets, and competitor offerings.
• Proficient in using customer relationship management systems and digital platforms.
• Able to lead, coach, and inspire a team of wealth professionals.
• Capable of developing and executing regional strategies aligned with corporate goals.
• Possess strong skills in selling financial products and negotiating with high-net-worth clients.
• Proficient in analysing financial data, market trends, and client portfolios.
• Excellent verbal and written communication skills for client and stakeholder engagement.
• Strong decision-making and conflict resolution capabilities.