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 professional to manage High Net Worth customer relationships and provide tailored financial solutions. The ideal candidate will have strong analytical skills to conduct financial analysis and engage effectively with clients to achieve their financial goals. Join a team committed to transforming banking and making a positive impact in customer wealth management.

Qualifications

• Experience in managing High Net Worth customer relationships.
• Strong analytical skills to provide financial solutions.
• Ability to conduct financial analysis and market trends.

Responsibilities

• Manage High Net Worth customer relationships effectively.
• Provide financial solutions to meet individual financial goals.
• Conduct financial analysis based on customer needs.

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.