Relationship Manager

AmBank Group; Hulu Kelang; On-site; MYR 84,000 - 132,000; Full time

Job summary

AmBank Group in Malaysia is seeking a Relationship Manager to manage a portfolio of individuals and SME clients from Kelang. The role focuses on building long-term relationships, understanding client needs, and recommending suitable banking solutions.

You will conduct meetings, prepare proposals, review performance, and work with credit, onboarding, and service teams to ensure compliant delivery while achieving key sales and service targets.

Qualifications

• Strong client relationship management and needs analysis.
• Knowledge of banking products across retail, business, or wholesale.
• Sales and business development capabilities with pipeline management.
• Analytical skills to assess financial information and manage risk.
• Effective communication and teamwork.
• Good organizational and time management.
• Familiarity with CRM systems; basic office software.
• Bachelor’s degree in Finance, Business, Economics, or related field, or equivalent experience.
• Prior experience in relationship management or customer-facing roles in banking.
• Commitment to ethical conduct and regulatory compliance.

Responsibilities

• Build and grow a portfolio of individual and/or business banking customers.
• Conduct meetings, prepare proposals, and review account performance.
• Collaborate with internal teams to support credit assessments and onboarding.
• Meet sales and service targets while ensuring regulatory compliance.
• Provide excellent customer service and resolve inquiries promptly.

Skills

CRM proficiency

Client engagement

Needs analysis

Sales & BD

Communication

Time management

Analytical thinking

Cross-functional collaboration

Regulatory compliance

Financial services knowledge

Education

Bachelor’s degree in Finance/Business/Economics

Tools

CRM tools

Banking software

Job description

Company Description

AmBank Group is a leading Malaysian financial services group with over 40 years of experience supporting the country’s economic development. The Group serves more than three million individual and corporate customers across wholesale, business, retail, and investment banking. Its offerings include Islamic banking, general and life insurance, family takaful, stock and futures broking, and investment advisory and asset management services such as REITs and unit trusts. AmBank Group employs over 9,000 people and provides a broad platform for career development within the financial sector. AmBank is a member of Perbadanan Insurans Deposit Malaysia (PIDM), reflecting its commitment to financial stability and customer protection.

Role Description

The Relationship Manager is a full-time, on-site role based in Kelang, responsible for managing and growing a portfolio of individual and/or business banking customers. The role involves building long-term relationships, understanding clients’ financial needs, and recommending appropriate banking products and services. Day-to-day tasks include conducting customer meetings, preparing proposals, reviewing account performance, and ensuring timely follow-up on enquiries and applications. The Relationship Manager collaborates with internal teams to support credit assessments, onboarding, and service resolution, while ensuring compliance with regulatory and internal policies. This role also involves meeting sales and service targets, monitoring market trends, and contributing to initiatives that enhance customer experience and retention.

Qualifications

• Strong customer relationship management skills, including client engagement, needs analysis, and account servicing.
• Knowledge of banking products and services across retail, business, or wholesale segments, with the ability to provide suitable financial solutions.
• Sales and business development capabilities, including pipeline management, negotiation, and achievement of performance targets.
• Analytical and problem-solving skills to assess financial information, support credit evaluations, and manage risk responsibly.
• Effective communication and interpersonal skills, with the ability to present solutions clearly and work collaboratively with cross-functional teams.
• Good organizational and time management skills to handle multiple customer accounts and tasks efficiently.
• Proficiency in basic office and banking software systems; familiarity with CRM tools is an advantage.
• Bachelor’s degree in Finance, Business, Economics, or a related field, or equivalent professional experience in financial services.
• Prior experience in relationship management, sales, or customer-facing roles in banking or financial services is highly beneficial.
• Commitment to ethical conduct, regulatory compliance, and delivering inclusive, high-quality customer service.