Relationship Manager (Johor Bahru Branch)

alrajhi bank Malaysia; Johor Bahru; On-site; MYR 90,000 - 150,000; Full time

Job summary

alrajhi bank Malaysia is seeking a client-facing Wealth Relationship Manager to acquire, manage, and deepen relationships with high-net-worth clients. You will deliver sophisticated holistic wealth advisory services, with a focus on selling specialized investment products while ensuring compliance with regulatory standards.

In this role you will be the single touch point for HNW individuals, work with the Branch Manager, grow AUM and fee income, source new business, build rapport, and ensure

Qualifications

• Bachelor’s degree or equivalent in any field.
• Minimum of 3 years of proven experience in a Relationship Management or sales role within Banking/Financial Services in Malaysia, with a track record selling wealth products.
• Possess valid professional licenses/certifications required by Malaysian regulators (e.g., UT, FIMM, IPPC/PCE, TBE, or equivalent).
• Strong knowledge of compliance, regulatory requirements and AMLA/CFT.

Responsibilities

• Single touch point to serve HNW individuals and fulfill financial & banking needs via planning & customized wealth solutions.
• Achieve targets and work with the Branch Manager to align sales activities with business direction.
• Grow AUM, fee income, profitability and customer base through active acquisition & prospecting of NTB HNW individuals in the target market group.
• Source for new business/customers and build rapport with customers.
• Retain existing customers and grow wallet share through cross-selling.
• Ensure high-quality service delivery by meeting/exceeding customer expectations per SLAs and robust processes.
• Maintain strict compliance with Bank policies, internal controls, regulatory requirements and AMLA/CFT; resolve customer complaints within the stated TAT.

Skills

Relationship management

Sales

Wealth products

Education

Bachelor’s Degree or equivalent

Job description

This is a critical, client-facing role responsible for acquiring, managing, and deepening relationships with high-net-worth (HNW) and affluent clients. The core objective is to deliver sophisticated, holistic wealth advisory services, with a strong focus on selling specialized investment products, while adhering to all regulatory and compliance standards.

What you will do:

• Single touch point to serve the high net-worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
• Ensure achievement of targets assigned.
• Work with the Branch Manager to ensure sales activities are in line with business direction.
• Grow the AUM, fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group.
• Source for new business/customers.
• Build rapport/enhance relationship with customers.
• Retain existing customers; grow their wallet share with the bank through cross-selling.
• Ensure consistent delivery of high-quality services to customers through meeting or exceeding customer expectation guided by the service level agreement, efficient / accurate standards and good business processes/ judgments.
• Ensure strict compliant to the Bank's standard policy and procedures, internal control and compliance, regulatory requirements and AMLA/CFT.
• Ensure all customer complaints and feedback being resolved within TAT.

Skills and experience you possess:

• Bachelor’s Degree or equivalent in any relevant field.
• Possess a minimum of 3 years of proven experience in a Relationship Management or sales role within the Banking/Financial Services sector in Malaysia, with a successful track record in selling wealth products.
• Possess valid and relevant professional licenses/certifications required by Malaysian regulators (e.g., UT, FIMM, IPPC/PCE, TBE, or equivalent for wealth and investment products).
• Vast knowledge in latest compliance, regulatory requirements and AMLA/CFT
• Able to work in tight deadlines and stressful situation