Wealth Relationship Manager

Affin Bank Berhad

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iCOM Square Until 8/23/2026 First posted June 16, 2025 Last posted June 16, 2025
Job description

Create your future with Affin! ​​You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

ACCOUNTABILITIES
• 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 personalised 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.
 

REQUIREMENTS
• 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 personalised 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.

About this role

Summary

Manage and grow relationships with High Net Worth customers, providing financial solutions.

Job title

Wealth Relationship Manager

Experience level

Industry

finance

Location requirements

Located at iCOM Square, remote work not mentioned.

Salary

Not specified

Management role

No

Skills & keywords

Required skills

None specified

Preferred skills

None specified

Specializations

wealth managementfinancial analysisrelationship managementbancassuranceinvestment
Locations

Structured locations inferred from the posting.

Unknown location

On-site