Relationship Manager (Nationwide)

AFFIN Group; Brinchang; On-site; MYR 50,000 - 70,000; Full time

Job summary

A leading financial services provider in Malaysia seeks an experienced professional to manage and grow relationships with High Net Worth customers. The candidate will provide comprehensive financial solutions, conduct in-depth financial analyses, and promote a range of wealth products. This role demands strong analytical skills and the ability to personalize banking offerings according to customer needs. Join us to make a significant impact on our clients' financial journeys.

Qualifications

• Ability to manage and grow relationships with High Net Worth customers.
• Capability to provide comprehensive financial solutions.
• Strong analytical skills for financial analysis and strategic recommendations.

Responsibilities

• Manage High Net Worth customer relationships.
• Provide total financial solutions.
• Conduct financial analysis and recommend strategies.

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.