Wealth Relationship Manager

Affin Bank Berhad; Kuching; On-site; MYR 90,000 - 150,000; Full time

Job summary

AFFIN BANK BERHAD is seeking a high calibre professional to manage and grow relationships with High Net Worth clients in Malaysia. The role focuses on delivering total financial solutions, analysing markets and client needs, and structuring personalised banking offerings to protect and grow wealth.

The incumbent will act as the primary contact for HNW customers, promote wealth products and bancassurance, and collaborate across teams to deliver tailored financial strategies and cross-sell

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 achieve their financial goals by maximizing and protecting their wealth through a range of the bank 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 achieve their financial goals by maximizing and protecting their wealth through a range of the bank 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.

Job description

Create your future with Affin! You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you dont just stay at the forefront of the industry - you can make a difference too.

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 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 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.

People are the heart of AFFIN BANK.

We have a positive and supportive environment where we celebrate people's personal growth and encourage them to be the best versions of themselves, both in the workplace and in their community.

Join AFFIN as we evolve to become a financial institution of the future, embracing innovation and technology to deliver unrivaled customer service.

We're looking for colleagues who share our values and are ready to live them every day.

Explore the exciting opportunities and make a real impact on the future of finance.

Come be a part of our journey today!

Always About You

At AFFIN, we strive to always connect and engage with our customers, to understand their changing needs and aspirations better. It represents our passion and commitment to the community we operate in, enabling us to quickly respond to changes and provide a personalised experience.

At AFFIN, our people are aligned to our values of customer centricity, creativity and value creation.

Our tagline Always about you, was crafted to drive loyalty and build our reputation as a creative and innovative financial organisation.

Our people are at the heart of what we do and remain the focus of our customer centric culture.

Its about the initiatives we take in understanding and prioritising our stakeholders; our customers, employees and shareholders.

As we venture through this metamorphosis journey, we are aware of their ever-changing needs and are embracing the new ways of this digital dimension.

We put our hearts and minds into everything we do, to ensure that everyone we touch, receives unrivalled customer service.