Wealth Relationship Manager

AFFIN Group; Kuching; On-site; MYR 60,000 - 100,000; Full time

Job summary

AFFIN Group is seeking a professional who can effectively manage High Net Worth customer relationships and offer comprehensive financial solutions. You will analyze economic trends, recommend strategies to achieve financial goals, and promote a diverse range of wealth products. This role is perfect for someone passionate about finance and customer service, looking to make a significant impact in the industry.

Qualifications

• Proven experience in managing High Net Worth customer relationships.
• Ability to analyze financial trends and provide tailored financial solutions.
• Skilled in promoting and selling financial products.

Responsibilities

• Manage and deepen relationships with High Net Worth customers.
• Conduct financial analysis to recommend wealth-maximizing strategies.
• Promote and sell a range of wealth and bancassurance products.

Skills

Relationship Management

Financial Analysis

Investment Products Knowledge

Insurance Products Knowledge

Cross Selling

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 don’t 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’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.