Relationship Manager

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

Job summary

A leading financial services provider in Malaysia is seeking a dedicated professional to manage relationships with High Net Worth customers. The role involves providing comprehensive financial solutions, conducting analyses, and promoting a range of wealth management products. Ideal candidates should possess strong relationship management skills and a passion for customer service.

Qualifications

• Strong relationship management skills with High Net Worth customers.
• Ability to conduct financial analysis and recommend investment strategies.
• Experience in cross-selling banking products.

Responsibilities

• Manage relationships with High Net Worth customers.
• Provide total financial solutions.
• Analyze market trends to structure banking offerings.

Skills

Relationship management

Financial analysis

Sales

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.