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
Skills Required
- 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
- 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
- Relevant certifications/licensing in Unit Trust, PRS, and FIMM (or willingness to obtain) is an added advantage
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.
