Wealth Relationship Manager

AFFIN Group; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

AFFIN Group in Kuala Lumpur is looking for a professional to manage and grow relationships with High Net Worth clients. The ideal candidate will provide tailored financial solutions, conduct financial analyses, and engage in cross-selling of various banking products.

Applicants should have a minimum of a bachelor’s degree in finance, with 3-5 years of banking experience, particularly in wealth management. Strong communication skills and a proven sales track record are essential. Join AFFIN and make a difference in the financial landscape.

Qualifications

• Minimum 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.
• Strong knowledge of investment, insurance, and lending products.

Responsibilities

• Manage, acquire, and grow relationships with High Net Worth customers.
• Provide total financial solutions and conduct financial analysis.
• Analyze economic trends and structure personalized banking offerings.

Skills

Strong communication skills

Relationship management

Financial analysis

Investment knowledge

Client acquisition

Education

Bachelor’s degree in Finance, Business, or Economics

Job description

About AFFIN

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.

Job 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.

Job Requirements

• Minimum 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
• Relevant certifications/licensing in Unit Trust, PRS, and FIMM (or willingness to obtain) is an added advantage