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Relationship Manager; Nationwide

Job in Arcadia, Los Angeles County, California, 91007, USA
Listing for: AFFIN Bank
Full Time position
Listed on 2026-07-14
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Position: Relationship Manager (Nationwide)

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Job Title

High Net Worth Relationship Manager

Responsibilities

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.

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