Relationship Manager - Business Wealth Sales (Central)

Affin Bank Berhad; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

Affin Bank Berhad is seeking a proactive Wealth Sales professional to achieve KPIs and grow wealth, deposits, and fee income. You will acquire new customers, deepen relationships, and cross-sell bancassurance, takaful, and cash management solutions across the business banking segment.

You will work with team leads to drive marketing activities, ensure service standards, and manage client visits to sustain top-tier relationships while staying compliant with bank and regulatory guidelines.

Qualifications

• Diploma/ Degree holder required.
• 2+ years of experience as a relationship manager or in a similar banking role.
• Outgoing personality and ability to meet new clients and bank customers.
• Willingness to travel domestically and converse in multiple languages/dialects.

Responsibilities

• Acquire new customers and retain existing high-value non-borrowing & borrowing business clients.
• Cross-sell wealth solutions (Bancassurance/Takaful) and cash management services.
• Maintain regular visits with top customers to strengthen banker-customer relationships and lead value-driven engagements.

Skills

Relationship management

Sales skills

Multilingual

Communication

Education

Diploma/ Degree

Job description

Create your future with Affin! You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

JOB PURPOSE Achieve assigned KPIs and wealth targets through proactive sales activities such as acquiring new customers, deepening existing relationships, and cross-selling wealth solutions like Bancassurance/Takaful and cash management. It involves growing deposits and fee-based income, enhancing customer stickiness, and consistently analyzing portfolios to identify upselling opportunities. Building and maintaining strong customer relationships to ensure satisfaction and a positive experience is key.

JOB RESPONSIBILITIES

Assist Team Lead & Head, Business Wealth Sales in:

1. Sales Management Responsible for the overall sales activities of acquiring new customers and retaining existing assigned high-value non-borrowing & borrowing business customers by:
   1. Achieving the assigned deposit growth and fee-based income target
   2. Aggressively cross-selling Enterprise Banking wealth solution, cash management solutions and other banking solutions.
   3. Reaching out to potential business sectors and generate sustainable and quality inflow of potential leads.
2. Work closely with the team leads to engages relevant stakeholders in all marketing, business and promotional activities in ensuring effective and quality sales and service standard. Manage sales processes to ensure compliance to Bank prescribed level of service standards. Provide support and assistance to other Departments/Divisions within the Bank with matters relating to the assigned segment. Ensure timely submission of sales performance related report. Maintains high compliance and sales discipline benchmark in accordance to Bank’s and regulatory guidelines.
3. Client Relationship Management Conduct regular visits and meetings with top customers of the assigned customer base to enhance banker-customer relationship ultimately to ensure better service quality. Contributes suggestions on customer retention strategies and programs. Participates in all product development and customer engagement activities for cash management and business wealth for the targeted segment. Attend to all customer-related feedback in ensuring prompt service recovery if any. Undertake additional responsibilities assigned by immediate superior when required.

JOB REQUIREMENTS

Education qualification: Diploma/ Degree holder More than 2 years’ experience as relationship manager. Proven good performance track records Outgoing personality won’t be shy to meet new clients and existing to bank clients Aggressive and performance driven personality Able to work independently and travel domestically Preferably to be able to converse in multilanguage/ dialects

Possess following mandated insurance license by the division: a) PCEIA Life & General b) Family & General Takaful c) CEILI d) IPPC & FIMM (as and when required by the Division)

ABOUT AFFIN BANK

People are the heart of AFFIN BANK. We have a positive and supportive environment where we celebrate people’s personal growth and encourage them to be the best versions of themselves, both in the workplace and in their community. Join AFFIN as we evolve to become a financial institution of the future, embracing innovation and technology to deliver unrivaled customer service. We're looking for colleagues who share our values and are ready to live them every day. Explore the exciting opportunities and make a real impact on the future of finance. Come be a part of our journey today! \"Always About You\" At AFFIN, we strive to always connect and engage with our customers, to understand their changing needs and aspirations better. It represents our passion and commitment to the community we operate in, enabling us to quickly respond to changes and provide a personalised experience. At AFFIN, our people are aligned to our values of customer centricity, creativity and value creation. Our tagline “Always about you”, was crafted to drive loyalty and build our reputation as a creative and innovative financial organisation. Our people are at the heart of what we do and remain the focus of our customer centric culture. It’s about the initiatives we take in understanding and prioritising our stakeholders; our customers, employees and shareholders. As we venture through this metamorphosis journey, we are aware of their ever-changing needs and are embracing the new ways of this digital dimension. We put our hearts and minds into everything we do, to ensure that everyone we touch, receives unrivalled customer service.