Wealth Relationship Manager

AFFIN Group; Kota Kinabalu; On-site; MYR 60,000 - 120,000; Full time

Job summary

AFFIN Group is seeking a professional to manage High Net Worth relationships, providing tailored financial solutions and investment products. This role focuses on understanding customer needs, analyzing market trends, and promoting a range of bancassurance products. An ideal candidate will possess strong relationship management skills and a keen financial acumen.

Qualifications

• Experience in managing High Net Worth customer relationships.
• Ability to provide comprehensive financial solutions.
• Strong analytical skills related to economic trends and customer needs.

Responsibilities

• Manage and deepen High Net Worth customer relationships.
• Analyze financial goals and recommend strategies.
• Promote a wide range of products tailored for customers.

Skills

Relationship Management

Financial Analysis

Sales

Cross Selling

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.