Relationship Manager, Wealth

2 days ago

Kuala Lumpur, Kuala Lumpur, Malaysia alrajhi bank Malaysia Full time 76,800 - 228,400 per year

About the Role:

This is a critical, client-facing role responsible for acquiring, managing, and deepening relationships with high-net-worth (HNW) and affluent clients. The core objective is to deliver sophisticated, holistic wealth advisory services, with a strong focus on selling specialized investment products, while adhering to all regulatory and compliance standards.

What you will do:

  • Single touch point to serve the high net-worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
  • Ensure achievement of targets assigned.
  • Work with the Branch Manager to ensure sales activities are in line with business direction.
  • Grow the AUM, fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group.
  • Source for new business/customers.
  • Build rapport/enhance relationship with customers.
  • Retain existing customers; grow their wallet share with the bank through cross-selling.
  • Ensure consistent delivery of high-quality services to customers through meeting or exceeding customer expectation guided by the service level agreement, efficient / accurate standards and good business processes/ judgments.
  • Ensure strict compliant to the Bank's standard policy and procedures, internal control and compliance, regulatory requirements and AMLA/CFT.
  • Ensure all customer complaints and feedback being resolved within TAT.

Skills and experience you possess:

  • Bachelor's Degree or equivalent in any relevant field.
  • Possess a minimum of 3 years of proven experience in a Relationship Management or sales role within the Banking/Financial Services sector in Malaysia, with a successful track record in selling wealth products.
  • Possess valid and relevant professional licenses/certifications required by Malaysian regulators (e.g., FIMM, IPPC/PCE, TBE, or equivalent for wealth and investment products).
  • Vast knowledge in latest compliance, regulatory requirements and AMLA/CFT
  • Strong MS Excel skills
  • Able to work in tight deadlines and stressful situation
  • Ability to multi-task
  • Good command of English

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