Relationship Manager

AFFIN Group; Kuching; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial services provider in Kuching is seeking a relationship manager for High Net Worth customers. The role involves managing relationships, providing tailored financial solutions, and promoting a range of wealth products. Ideal candidates should have strong financial analysis skills and a passion for customer service. This position offers a chance to make a significant impact in a dynamic environment.

Qualifications

• Ability to manage High Net Worth customer relationships effectively.
• Strong financial analysis skills for recommending strategies.
• Capability to structure personalized banking offerings.

Responsibilities

• Manage High Net Worth customers’ relationships.
• Provide financial solutions and conduct financial analysis.
• Promote and sell wealth products and bancassurance.

Job description

Overview

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.