Wealth Relationship Manager

Affin Bank Berhad; Shah Alam; On-site; MYR 120,000 - 180,000; Full time

Job summary

Affin Bank Berhad seeks a seasoned Wealth Manager to nurture and expand high net worth client relationships in Malaysia. You will deliver tailored financial solutions, leveraging investment and insurance products to help clients achieve wealth goals.

The role requires 3–5 years in banking, strong product knowledge, and excellent interpersonal skills to engage affluent clients confidently. A collaborative, cross-department approach and relevant certifications are advantageous.

Qualifications

• Minimum bachelor's degree in finance, business, economics or related field.
• 3–5 years of banking experience, preferably in wealth management or relationship management with HNW clients.
• Strong knowledge of investment, insurance, and lending products.
• Excellent interpersonal and communication skills 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.
• Certifications/licensing in Unit Trust, PRS, and FIMM (or willingness to obtain) is an added advantage.

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.

Skills

wealth management

HNW client management

sales performance

financial analysis

communication skills

cross-selling

Education

Bachelor's degree in Finance/ Economics

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.

JOB RESPONSIBILTIES:

• 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

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. It’s 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.