Wealth Relationship Manager

Reposted 7 Days Ago
Be an Early Applicant
Plateia
In-Office
Mid level
Fintech • Software • Financial Services
The Role
The Wealth Relationship Manager will manage and develop High Net Worth customer relationships, provide financial solutions, conduct analyses, and promote wealth products.
Summary Generated by Built In
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.

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The Company
HQ: Kuala Lumpur, Kuala Lumpur
645 Employees
Year Founded: 2014

What We Do

Affin Hwang Investment Bank is a specialist investment banking group based in Malaysia. We deliver financial advice and execution across investment banking and securities to mid- to large-cap corporations, GLCs and wealth creators.

We challenge the norm and find new ways to operate with clients and each other across our core businesses. We hire high-performing talent with a culture to support and enable individuals’ development. Our people come from a variety of backgrounds from the sciences and finance to the humanities and arts. Across these perspectives, we are one team, united by our Core Values of ITEP that are in line with our promise to "Out Think. Out Perform."​ for our clients.

INTEGRITY
"Honest. Trustworthy. Ethical."​
It is how we behave, wherever we are.

TEAMWORK
"Cooperation. Respect. Mutual Understanding."​
We cooperate and collaborate because we truly believe doing so creates the best outcomes.

EXCELLENCE
"Distinction. Quality. Right Attitude."​
What we do, we do at the highest level.

PIONEERING
"Creative. Open. Driven."​
We succeed through creativity and openness to new ideas and ways of work.

We invite you to explore your opportunities here and at www.affinhwang.com/careers.

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