Senior Wealth Relationship Manager for HNW Clients

Affin Bank Berhad; Shah Alam; On-site; MYR 120,000 - 180,000; Full time

Job summary

Affin Bank Berhad seeks a seasoned Wealth Manager to nurture and expand high net worth client relationships in Malaysia. You will deliver tailored financial solutions, leveraging investment and insurance products to help clients achieve wealth goals.

The role requires 3–5 years in banking, strong product knowledge, and excellent interpersonal skills to engage affluent clients confidently. A collaborative, cross-department approach and relevant certifications are advantageous.

Qualifications

• Minimum bachelor's degree in finance, business, economics or related field.
• 3–5 years of banking experience, preferably in wealth management or relationship management with HNW clients.
• Strong knowledge of investment, insurance, and lending products.
• Excellent interpersonal and communication skills to engage affluent clients confidently.
• Proven track record in client acquisition, sales performance, and revenue growth.
• Strong market knowledge, particularly in affluent segments like Bukit Damansara.
• Ability to work collaboratively across departments and contribute to team success.
• Certifications/licensing in Unit Trust, PRS, and FIMM (or willingness to obtain) is an added advantage.

Responsibilities

• 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 personalized 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.

Skills

wealth management

HNW client management

sales performance

financial analysis

communication skills

cross-selling

Education

Bachelor's degree in Finance/ Economics

Job description

Affin Bank Berhad seeks a seasoned Wealth Manager to nurture and expand high net worth client relationships in Malaysia. You will deliver tailored financial solutions, leveraging investment and insurance products to help clients achieve wealth goals.

The role requires 3–5 years in banking, strong product knowledge, and excellent interpersonal skills to engage affluent clients confidently. A collaborative, cross-department approach and relevant certifications are advantageous.