Wealth Relationship Manager

23 hours ago


Kuala Lumpur, Kuala Lumpur, 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.
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.

Job Requirements

  • 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


  • Kuala Lumpur, Kuala Lumpur, 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. JOB RESPONSIBILTIES: Manages, acquires, grows and deepens...


  • Kuala Lumpur, Kuala Lumpur, Malaysia LANGUAGE TALENT SOLUTIONS SDN. BHD. Full time

    Key ResponsibilitiesService Private Wealth customers (AUM - RM 1,000,000).Promote the Bank's investment & deposit products and services to Private Wealth customers.Actively acquire New-to-Private Wealth (NTPW) customers.Provide fast and convenient off-site banking services to all clients.Run Private Wealth activities to increase membership and deposit...


  • Kuala Lumpur, Kuala Lumpur, Malaysia alrajhi bank Malaysia Full time

    OverallResponsible to achieve fee income on wealth & investment targets.What you will doSingle 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 assignedWork with Branch Manager to ensure sales activities are in line with business...

  • Wealth Manager

    7 days ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Y & Y Baby Enterprise Full time

    Job Description:Serving High Net Worth Client in partnership with the strength of malaysia branches of the partnering bank.Develop and execute strategic plans to grow High Net Worth insurance sale through the bank's affluent and high net worth channels.Collaborative with wealth management teams to embed insurance solutions into holistic wealth...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Linktal Recruitment Full time

    Role SummaryWe are partnering withone of the leading regional bankswith a strong presence acrossMalaysia and Asia-Pacific, known for its excellence in wealth management and client advisory services.We're seekingWealth / Private Banking Relationship Managerswho are passionate about building trusted relationships with high-net-worth clients and delivering...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory Full time

    We're Hiring: Wealth Management AdvisorAre you looking for a meaningful career that creates impact, builds long-term success, and offers unlimited growth?If yes — this might be the opportunity you've been waiting for.As a Wealth Management Advisor, you will: Guide individuals and families in protecting and growing their wealth Provide insurance, estate...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Agensi Pekerjaan BGC Group (Malaysia) Sdn Bhd Full time

    Privilege Relationship Manager(Wealth Management / High Salary + World Class Benefits )Branch Locations (Scroll down to the end of the Advertisement for More Details): Kuala Lumpur, Selangor, Negeri Sembilan, Melaka, Johor, Penang, Perak, Sabah, Sarawak and KedahAbout the Role:We are a leading recruitment agency representing a prestigious international bank,...

  • Wealth Associate

    1 week ago


    Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full time

    Jumpstart Your Career with RHB: Grow your Footprint, Conquer the Market with UsAt RHB Bank, we are not just moving, we are accelerating, and we want YOU to join our dynamic teamIf you're a fresh graduate with big dreams and a passion for finance, our Wealth Associate Program is your golden ticket to an exciting career.This is your chance to:Launch your...

  • Wealth Manager

    7 days ago


    Kuala Lumpur, Kuala Lumpur, Malaysia R Systems Full time

    Project Manager – Banking / Wealth ManagementLocation: -Kuala Lumpur, MalaysiaMode: -Annual Renewable contractAbout the RoleWe're looking for experienced and confidentProject Managers (preferred Wealth Management exposure is an advantage)to join a dynamic IT team within a leading financial institution. You'll play a key role in delivering technology-driven...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank (Malaysia) Berhad Full time

    CONSUMER FINANCIAL SERVICES (CFS)The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions.In CFS, we...