Job Description

We are looking for a results-driven Relationship Manager to join a leading international bank’s wealth and retail banking division. In this role, you will focus on acquiring and managing affluent clients, delivering personalized financial solutions, and driving portfolio growth while ensuring compliance and service excellence.

• Acquire and grow a portfolio of new-to-bank affluent clients with a starting Asset Under Management (AUM) of RM250,000 and above.
• Develop trusted relationships by offering tailored financial advice and proactive solutions to help clients manage and grow their wealth.
• Promote and cross-sell a wide range of financial products including unit trust, bancassurance, deposits, and other retail banking solutions.
• Work closely with internal partners to ensure seamless client onboarding and effective referrals.
• Proactively engage with existing and potential clients through outreach, networking, and in-branch activities to drive business acquisition and relationship deepening.
• Ensure strict adherence to regulatory standards, internal risk policies, and operational controls.

Job Requirements

• Passionate about building a long-term career in wealth and financial sales within a reputable banking environment.
• Minimum 1 year of experience in banking & financial services (e.g. Personal Banker, Financial Consultant, Wealth Advisor) is an added advantage.
• Dynamic, results-oriented, and self-motivated, with a strong sense of ownership and accountability.
• Excellent interpersonal and communication skills, with the ability to build trust and rapport with affluent clients.
• Hold relevant certifications such as FIMM Unit Trust and Bancassurance licenses.
• Fresh Graduates with related banking knowledge are welcome to apply.

Skills