Wealth Relationship Manager
AFFIN Group
Date: 1 day ago
City: Ampang
Contract type: Full time
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
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.
- 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
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