Relationship Manager (Nationwide)

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

Job summary

A leading financial services provider in Malaysia is looking for a relationship manager for High Net Worth customers. The successful candidate will manage relationships, provide tailored financial solutions, and conduct financial analyses to maximize wealth. Strong skills in customer service and financial markets are essential.

Qualifications

• Experience in managing High Net Worth customer relationships.
• Ability to provide comprehensive financial solutions.
• Strong analytical skills for financial analysis.

Responsibilities

• Manage, acquire, and deepen High Net Worth customer relationships.
• Provide total financial solutions to High Net Worth customers.
• Recommend strategies to achieve financial goals using investment and insurance products.

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.