Strategic HNW Wealth Relationship Manager

Affin Bank Berhad; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

Affin Bank Berhad in Kuala Lumpur seeks a Wealth Management Relationship Manager to grow and deepen High Net Worth client relationships, providing total financial solutions and expert guidance on investments, insurance, and lending.

You will serve as the primary contact for HNW clients, analyze market trends, tailor personalized banking offerings, and promote bancassurance while coordinating with cross-functional teams to drive revenue and client satisfaction.

Qualifications

• Bachelor’s degree in finance, Business, Economics or related field
• At least 3–5 years of experience in banking, preferably in wealth management or relationship management with HNW clients
• Strong knowledge of investment, insurance, and lending products
• Excellent interpersonal and communication skills, with the ability 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.]
• CoT_job_summary_short2

Skills

Interpersonal skills

Communication skills

Client acquisition

Education

Bachelor’s degree in finance, Business, Economics or related field

Certifications/licensing in Unit Trust, PRS, and FIMM (or willingness to obtain)

Job description

Affin Bank Berhad in Kuala Lumpur seeks a Wealth Management Relationship Manager to grow and deepen High Net Worth client relationships, providing total financial solutions and expert guidance on investments, insurance, and lending.

You will serve as the primary contact for HNW clients, analyze market trends, tailor personalized banking offerings, and promote bancassurance while coordinating with cross-functional teams to drive revenue and client satisfaction.