Regional Wealth Manager (Southern)

AFFIN Group


Date: 2 days ago
City: Johor Bahru
Contract type: Full time
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.

Job Purpose

The role is responsible for leading and managing the wealth management strategy across multiple branches within a designated region. This role focuses on driving high-net-worth client acquisition, deepening client relationships, and ensuring consistent delivery of superior wealth solutions and services.

Job Responsibilities

  • Regional Wealth Strategy & Execution
  • Develop and implement regional strategies to grow the wealth management portfolio.
  • Analyze market trends and client demographics to tailor regional offerings.
  • Align regional goals with national wealth management objectives.
  • Team Leadership & Performance Management
  • Lead, coach, and develop a team of Wealth Managers and Relationship Managers.
  • Set and monitor performance targets, ensuring alignment with business goals.
  • Foster a high-performance culture focused on client satisfaction and revenue growth.
  • Client Relationship Management
  • Build and maintain strong relationships with high-net-worth individuals (HNWIs).
  • Provide strategic financial advice and customized wealth solutions.
  • Ensure consistent delivery of exceptional client experiences across the region.
  • Sales & Product Penetration
  • Drive cross-selling of investment, insurance, and banking products.
  • Collaborate with product and marketing teams to ensure regional product relevance.
  • Monitor and report on sales performance and product uptake.
  • Compliance & Risk Management
  • Ensure adherence to regulatory requirements and internal policies.
  • Monitor risk exposure and implement mitigation strategies.
  • Conduct regular reviews and audits to maintain compliance standards.
  • Stakeholder Engagement
  • Liaise with internal stakeholders including branch managers, product teams, and compliance.
  • Represent the region in national wealth management initiatives and strategy sessions.
  • Act as a key point of contact for escalations and strategic discussions.

Job Requirements

  • A Bachelor's Degree in Finance, Business Administration or relevant field.
  • In depth knowledge of Wealth Management Products relating to investment, insurance, and banking solutions.
  • Knowledge of financial advisory practices, estate planning, and retirement strategies.
  • Familiar with local and international financial regulations and risk management.
  • Awareness of economic indicators, financial markets, and competitor offerings.
  • Proficient in using customer relationship management systems and digital platforms.
  • Able to lead, coach, and inspire a team of wealth professionals.
  • Capable of developing and executing regional strategies aligned with corporate goals.
  • Possess strong skills in selling financial products and negotiating with high-net-worth clients.
  • Proficient in analysing financial data, market trends, and client portfolios.
  • Excellent verbal and written communication skills for client and stakeholder engagement.
  • Strong decision-making and conflict resolution capabilities.

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