Relationship Manager

AFFIN Group


Date: 1 week ago
City: Petaling Jaya
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.

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.

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