Relationship Manager

AFFIN Group; Butterworth; On-site; MYR 70,000 - 100,000; Full time

Job summary

A financial services organization in Butterworth, Malaysia, is seeking an experienced professional to manage relationships with High Net Worth customers. The role involves providing comprehensive financial solutions and analyzing economic trends to structure personalized banking offerings. Candidates must have excellent relationship management skills and a strong background in financial analysis. This is an opportunity to truly make a difference in clients' financial well-being.

Qualifications

• Experience in managing relationships with High Net Worth customers.
• Ability to provide comprehensive financial solutions.
• Strong analytical skills to assess economic trends and market needs.

Responsibilities

• Manage and grow relationships with High Net Worth clients.
• Provide tailored financial analysis and strategies.
• Promote a wide range of wealth and bancassurance products.

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 the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.

Accountabilities

• 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’s 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.

Requirements

• 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’s 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.