Relationship Manager

AFFIN Group; Sandakan; On-site; MYR 60,000 - 90,000; Full time

Job summary

AFFIN Group is seeking a dedicated wealth management professional to enhance relationships with High Net Worth clients. The role involves delivering financial solutions and managing investments while promoting a range of bancassurance products. This opportunity is ideal for someone with a strong background in relationship management and financial services, looking to make a meaningful impact in an innovative banking environment.

Qualifications

• Experience in managing High Net Worth customer relationships.
• Ability to conduct financial analysis and develop personalized banking solutions.
• Strong understanding of economic trends and investment products.

Responsibilities

• Manage and deepen relationships with High Net Worth customers.
• Provide comprehensive financial and investment solutions.
• Analyze market trends to tailor personalized banking offers.

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.