Relationship Manager, Wealth Banking (Bumi Bank)

Overview

We are seeking an experienced Wealth Relationship Manager to join one of Malaysia's leading financial institutions. In this role, you will manage and grow a portfolio of affluent and high‑net‑worth clients by providing holistic financial planning, investment advisory, and tailored wealth solutions. The ideal candidate is sales-driven, client-focused, and fully licensed to market wealth products in Malaysia.

✅ Key Responsibilities

• Grow and manage a portfolio of affluent/HNW clients, providing personalised financial reviews and long-term wealth planning.
• Advise on a wide suite of wealth solutions, including unit trust, bancassurance, insurance, deposits, treasury products, and structured investments.
• Acquire new clients through referrals, networking, and market outreach to drive AUM and revenue growth.
• Provide investment insights and market updates to help clients make informed decisions aligned with their goals and risk appetite.
• Ensure full compliance with internal policies, regulatory standards, and ethical selling practices.

✅ Requirements

• Minimum 2-3 years of experience in wealth management, affluent banking, or relationship management.
• Proven sales performance in wealth, investment, and insurance products.
• Required certifications: PCE, CEILI, TBE, FIMM, IPPC.
• Strong communication and interpersonal skills, with the ability to build trust and long-term client relationships.
• Highly self-driven, results-oriented, able to work independently in a sales-targeted environment.
• Proficiency in English and Bahasa Malaysia; Mandarin/Cantonese is an advantage.

✅ What We Offer

• Attractive remuneration package with performance-driven incentives.
• Opportunities for career advancement within Malaysia's top-tier wealth and retail banking ecosystem.
• Access to investment specialists, digital advisory tools, and ongoing professional development.