Relationship Manager

AFFIN Group; Butterworth; On-site; MYR 60,000 - 90,000; Full time

Job summary

AFFIN Group seeks a High Net Worth Relationship Manager to enhance customer relationships and provide tailored financial solutions. This role involves analyzing market trends, offering investment and insurance products, and ensuring exceptional client service.

Qualifications

• Manage High Net Worth customer relationships.
• Provide tailored financial solutions and wealth products.
• Conduct financial analyses to achieve customer goals.

Responsibilities

• Grow and deepen High Net Worth customer relationships.
• Analyze economic trends and structure personalized offerings.
• Cross-sell a range of financial products based on client needs.

Skills

Relationship Management

Financial Analysis

Wealth Management

Sales Skills

Market Analysis

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.