Relationship Manager

2 days ago

Kuala Lumpur, Kuala Lumpur, Malaysia Linktal Recruitment Full time

Role Summary

We are partnering with
one of the leading regional banks
with a strong presence across
Malaysia and Asia-Pacific
, known for its excellence in wealth management and client advisory services.

We're seeking
Wealth / Private Banking Relationship Managers
who are passionate about building trusted relationships with high-net-worth clients and delivering holistic financial solutions that meet their evolving needs.

This is an excellent opportunity to join a reputable and growing financial institution offering strong brand presence, innovative products, and cross-border exposure.

Core Responsibilities

  • Develop and maintain strong relationships with existing
    High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW)
    clients to increase
    Assets-Under-Management (AUM)
    and enhance cross-sell opportunities.
  • Acquire new clients through networking, referrals, and strategic business development initiatives.
  • Provide professional advisory services on investments, deposits, loans, insurance, and wealth management products.
  • Stay informed on market developments, investment trends, and regulatory changes to support proactive client engagement.
  • Uphold the highest standards of service, compliance, and professionalism in all client interactions.

Requirements

  • Bachelor's Degree in Finance, Business, Economics, or related discipline.
  • Minimum
    2–5 years of experience
    in banking, wealth management, or relationship management (Private Banking or Priority Banking preferred).
  • Strong understanding of financial markets, investment products, and client portfolio management.
  • Excellent interpersonal and communication skills with proven ability to engage HNW clients.
  • Preferably holds certifications such as
    CFP, FIMM, PCE, CEILI, TBE, IPPC or Modules 6 & 7
    .
  • Driven, proactive, and results-oriented with a strong sense of integrity and client focus.

What We Offer

  • Opportunity to join
    one of the leading regional banks
    with a strong brand and growing Wealth/Private Banking presence.
  • Competitive
    base salary and attractive incentive scheme
    based on performance.
  • Exposure to a diverse portfolio of affluent and HNW/UHNW clients.
  • Access to a broad suite of wealth management products and investment solutions.
  • Structured career development, ongoing training, and leadership pathways.
  • Supportive and collaborative team culture with regional mobility opportunities.

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