Relationship Manager (Nationwide)

AFFIN Group; Johor Bahru; On-site; MYR 100,000 - 150,000; Full time

Job summary

Join a forward-thinking financial institution dedicated to transforming the banking experience for High Net Worth clients. This role offers a unique opportunity to manage and grow relationships with affluent customers, providing them with tailored financial solutions that maximize their wealth. As a key point of contact, you will engage in insightful financial analysis and promote a diverse range of wealth products and bancassurance. If you're passionate about making a difference in the financial landscape and helping clients achieve their financial goals, this is the perfect opportunity for you.

Qualifications

• Strong relationship management skills with High Net Worth customers.
• Experience in conducting financial analysis and developing wealth strategies.

Responsibilities

• Manage and deepen relationships with High Net Worth customers.
• Provide comprehensive financial solutions tailored to client needs.

Skills

Relationship Management

Financial Analysis

Wealth Maximization Strategies

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

1. Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
2. Provides total financial solutions to High Net Worth customers.
3. 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.
4. Serves as the one-point contact to the High Net Worth customers of the Bank.
5. Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
6. Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
7. Engages in cross selling of other products based on customer needs.

Requirements

1. Strong relationship management skills with High Net Worth customers.
2. Ability to provide comprehensive financial solutions.
3. Experience in conducting financial analysis and developing wealth maximization strategies.
4. Proven track record in serving as a primary contact for High Net Worth clients.
5. Knowledge of economic trends and competitive banking products.
6. Experience in promoting and selling wealth products and bancassurance.
7. Ability to engage in cross-selling based on customer needs.