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Relationship Manager

4 weeks ago


Johor Bahru, Johor, Malaysia AFFIN Group 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.

Accountabilities

  1. Manages, acquires, grows and deepens High Net Worth customers' relationships through effective relationship management.
  2. Provides total financial solutions to High Net Worth customers.
  3. 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.
  4. Serves as the one-point contact to the High Net Worth customers of the Bank.
  5. Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
  6. Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
  7. Engages in cross selling of other products based on customer needs.
Requirements

  1. Strong relationship management skills with High Net Worth customers.
  2. Ability to provide comprehensive financial solutions.
  3. Experience in conducting financial analysis and developing wealth maximization strategies.
  4. Proven track record in serving as a primary contact for High Net Worth clients.
  5. Knowledge of economic trends and competitive banking products.
  6. Experience in promoting and selling wealth products and bancassurance.
  7. Ability to engage in cross-selling based on customer needs.
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