Walk-In Interview 12 November 2025: Wealth Relationship Manager

2 days ago

Kuala Lumpur, Kuala Lumpur, Malaysia Affin Bank Berhad Full time 60,000 - 120,000 per year

Job Descriptions:

  • 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:

  • Bachelor's degree in finance, Business, Banking or related field.
  • Minimum 2–3 years of experience in sales or relationship management, preferably in financial services.
  • Strong knowledge of wealth management products, investments, and insurance solutions.
  • Excellent interpersonal and communication skills.
  • Proven track record in meeting sales targets and building client relationships.
  • Relevant certification (e.g. IPPC, PCE, CEILI, FIMM) is an added advantage.
  • Customer-focused with strong analytical and problem-solving skills.

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