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Relationship Manager

AFFIN Group

Puchong

On-site

MYR 60,000 - 100,000

Full time

3 days ago
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Job summary

AFFIN Group is seeking financial service professionals to manage High Net Worth clientele effectively. The role involves analyzing financial needs, providing holistic solutions, and actively promoting wealth management products. If you're passionate about finance and customer relationships, this position is for you.

Qualifications

  • Experience in managing High Net Worth customers.
  • Ability to conduct financial analysis.
  • Proficient in promoting wealth products.

Responsibilities

  • Manage and deepen relationships with High Net Worth customers.
  • Provide tailored financial solutions and strategies.
  • Promote and sell a range of wealth products.

Skills

Relationship Management
Financial Analysis
Wealth Management
Cross Selling

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.
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