Relationship Manager (Nationwide)

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

Job summary

Join a forward-thinking financial institution that is dedicated to transforming the banking landscape. As a key player in managing High Net Worth customer relationships, you will provide tailored financial solutions and conduct in-depth financial analyses to help clients achieve their financial goals. This role offers the opportunity to engage with a diverse range of wealth products and bancassurance, ensuring that you can meet the unique needs of each customer. If you are passionate about making a difference in the financial services industry and excel in relationship management, this position is perfect for you.

Qualifications

• Strong relationship management skills to deepen High Net Worth customers' relationships.
• Experience in financial analysis and tailored financial solutions.

Responsibilities

• Manage and grow relationships with High Net Worth customers.
• Provide financial solutions and conduct financial analysis.

Skills

Relationship Management

Financial Analysis

Analytical Skills

Sales Skills

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 to effectively manage, acquire, grow and deepen High Net Worth customers’ relationships.
2. Ability to provide total financial solutions tailored to High Net Worth customers.
3. Experience in conducting financial analysis and recommending strategies to achieve financial goals through a range of investment and insurance products.
4. Capability to serve as the one-point contact for High Net Worth customers of the Bank.
5. Analytical skills to assess economic trends, global markets, customer needs, and competitive products for personalized banking offerings.
6. Proven track record in promoting and selling a variety of wealth products and bancassurance to both existing and potential customers.
7. Experience in cross selling other products based on customer needs.