Relationship Manager

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

Job summary

Join a forward-thinking company that is transforming the financial services landscape! This role focuses on managing and deepening relationships with High Net Worth clients, providing tailored financial solutions, and analyzing market trends to offer personalized banking products. You'll be at the forefront of financial innovation, helping clients achieve their wealth management goals through a diverse range of investment and insurance products. If you are passionate about making a difference and excel in relationship management, this opportunity is perfect for you!

Qualifications

• 5+ years in relationship management with High Net Worth clients.
• Strong understanding of financial products and investment strategies.

Responsibilities

• Manage and grow relationships with High Net Worth customers.
• Provide total financial solutions and conduct financial analysis.

Skills

Relationship Management

Financial Analysis

Communication Skills

Market Trend Analysis

Sales Target Achievement

Tools

Wealth Management Products

Bancassurance

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.

Accountabilities

1. Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
2. Provides total financial solutions to High Net Worth customers.
3. 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.
4. Serves as the one-point contact to the High Net Worth customers of the Bank.
5. Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
6. Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
7. Engages in cross selling of other products based on customer needs.

Requirements

1. Minimum of 5 years of experience in relationship management, preferably with High Net Worth clients.
2. Strong understanding of financial products, investment strategies, and wealth management.
3. Excellent communication and interpersonal skills.
4. Ability to analyze market trends and customer needs.
5. Proven track record in achieving sales targets.