Strategic Relationship Manager: Multi-Asset Wealth

AFFIN Group; Kuala Lumpur; On-site; MYR 67,000 - 123,000; Full time

Job summary

AFFIN Group is seeking a Relationship Manager for CHNW to cover nationwide markets including Klang Valley, Penang, Kuantan, Johor Bahru, and Sarawak - Kuching. You will drive client acquisition, advisory services, and cross-sell multi-asset products to strengthen the CHNW desk and contribute to overall profitability.

Responsibilities include relationship management, client engagement, trade execution, and ensuring regulatory compliance while achieving individual and team KPIs.

Qualifications

• Bachelor's Degree in any relevant courses.
• Module 6 & 7.
• Strong market knowledge across asset classes.
• Excellent relationship management skills.
• Ability to translate investment views into client-friendly language.
• Strong presentation and communication skills.

Responsibilities

• Growing the Corporate & HNW (CHNW) Clientele for the Bank by building trust & relationships
• Client acquisition and retention.
• Sell Multi Assets such as Equities both Bursa & Global, Trustee Services, Share Margin Financing Structured Products, Options, Portfolio Lending, Futures, Private Credit, Private Equity, Unit Trust, Bond & FX to increase the wallet share of AHIB and ABB Group.
• Provide excellent dealing and execution services in the various multi asset classes trading for clients to meet the individual and team sales KPI target
• Assist Stockbroking Division to spearhead and distribute multi asset financial products and services suites in CHNW
• Managing and growing CHNW plans to achieve individual and team performance
• Implement the strategy plans and sales initiatives formulated by CHNW business
• Regular client engagement sessions on products and services and campaigns promoted by the Bank
• Manage and build good business relationships with clients while managing their trade settlement, credit exposure and ensure all debts are collected
• Provide excellent advisory to clients with good execution skills, market update, investment advice and promote the use of AHIB’s & ABB product & services
• Adherence to all regulatory requirements and the Bank’s internal compliance and risk policies

Skills

Relationship management

Client acquisition

Client retention

Multi-asset products

Advisory skills

Relationship building

Market knowledge

Presentation skills

Communication skills

Education

Bachelor's Degree

Module 6 & 7

Job description

AFFIN Group is seeking a Relationship Manager for CHNW to cover nationwide markets including Klang Valley, Penang, Kuantan, Johor Bahru, and Sarawak - Kuching. You will drive client acquisition, advisory services, and cross-sell multi-asset products to strengthen the CHNW desk and contribute to overall profitability.

Responsibilities include relationship management, client engagement, trade execution, and ensuring regulatory compliance while achieving individual and team KPIs.