Wealth Relationship Architect

Affin Bank Berhad; Puchong; On-site; MYR 100,000 - 200,000; Full time

Job summary

Affin Bank Berhad is seeking a Senior Wealth Manager to cultivate High Net Worth relationships and deliver comprehensive financial solutions. The role emphasizes investment and insurance products, with a focus on personalised wealth planning and cross-selling across banking offerings.

The ideal candidate should demonstrate strong relationship management skills, market awareness, and the ability to tailor wealth strategies for high net worth clients.

Qualifications

• 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 maximize and protect 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.

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 maximize and protect 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.

Skills

Relationship management

Wealth planning

Cross selling

Job description

Affin Bank Berhad is seeking a Senior Wealth Manager to cultivate High Net Worth relationships and deliver comprehensive financial solutions. The role emphasizes investment and insurance products, with a focus on personalised wealth planning and cross-selling across banking offerings.

The ideal candidate should demonstrate strong relationship management skills, market awareness, and the ability to tailor wealth strategies for high net worth clients.