Wealth Relationship Manager

**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