Wealth Relationship Manager
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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