Affluent Relationship Manager

Step Into a Premier Advisory Role – Affluent Relationship Manager

Are you a natural relationship builder with a flair for financial solutions? Here’s your opportunity to take the lead in serving high-value clients at one of the region’s most respected financial institutions.

As an Affluent Relationship Manager, you’ll take charge of a growing portfolio of priority clients—delivering personalised wealth strategies, building long-term trust, and driving meaningful growth. You’ll be the go-to advisor for affluent individuals, offering a full suite of investment and financial planning products tailored to their evolving needs.

Whether you're based in the Klang Valley or beyond, we’re hiring in key cities across the Northern, Central, and Southern regions. Talented candidates from all locations are encouraged to apply.

What You’ll Be Doing

• Cultivate and manage a portfolio of affluent clients with precision and care.

• Drive wealth growth by recommending the right mix of investment and insurance solutions.

• Elevate the client experience through world-class service and proactive engagement.

• Collaborate closely with internal product experts and branch teams to exceed performance goals.

• Champion compliance and risk management in every interaction.

What You Bring

• At least 2 years of experience in wealth management or financial advisory.

• Proven track record in hitting sales targets and delivering standout client service.

• Strong grasp of financial planning and investment principles.

• Licensed with PCE, CEILI, FIMM, TBE, and IPPC.

• Excellent communicator, trusted advisor, and passionate about helping clients grow their wealth.