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affin group

Wealth Relationship Manager

affin group
Malaysia, Selangor
3-5 Years
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Job Description

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

More Info

Job Type:
Permanent Job
Industry:
Other
Function:
Finance
Employment Type:
Full time

About Company

affin group

Job ID: 148594383

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Last Updated: 02-06-2026 04:16:42 AM
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