Relationship Manager (Nationwide)

Full-time

Confidential

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.

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.
Insurance, Financial Analysis, Bancassurance, Investment
Vacancy posted 9 days ago

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