Relationship Manager (Nationwide)

AFFIN Group; Bintulu; On-site; MYR 80,000 - 120,000; Full time

Job summary

A financial services institution in Bintulu is seeking a professional to manage and deepen relationships with High Net Worth customers. This role involves providing comprehensive financial solutions and analyzing economic trends to tailor personalized offerings. Ideal candidates will have strong sales and analytical skills, emphasizing the promotion of investment and insurance products.

Qualifications

• Experience in managing High Net Worth customer relationships.
• Ability to conduct financial analysis and recommend strategies.
• Strong sales skills in wealth products and bancassurance.

Responsibilities

• Manage and deepen relationships with High Net Worth customers.
• Provide total financial solutions to clients.
• Analyze economic trends and structure personalized banking offerings.

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.