72 Client Relationships jobs in Selangor

Join us to apply for the Relationship Manager (Nationwide) role at AFFIN Group .

Create your future with Affin! You too can make a difference.

Join us at AFFIN, where open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

• Maximise earnings potential and revenue of relationship.
• Review and monitor performance of accounts.

• Ensure promptness and quality of credit processing.
• Monitor overdue accounts and undertake prompt measures to prevent NPLs.
• Provide customer level information to relevant parties within the Bank.
• Facilitate the drawdown of facilities.

• Support, identify, solicit and establish a high-value client base.
• Accountable for customer relationship and customer interface.

• Manage proactively a portfolio of SME accounts by monitoring the status and credit risk of each account.
• Coordinate and/or liaise with branches / head office departments to maximize process efficiency and customer satisfaction.

• Act as Backup Compliance Coordinator and assume responsibilities as required under BNM’s document policy and Bank’s Anti Money Laundering Guidelines/Manual for the Business Centre (BC).
• Act as the Backup Operational Risk Coordinator for implementation of Operational Risk Management and Methodologies for the BC.
• Champion Operational Risk Management activities in the Business Unit.
• Liaise with Group Operational Risk Management (GORM) on ORM activities.
• Responsible to report ALL operational defects (Actual Losses, Potential Losses and Near Miss Events including Shariah Non-Compliance events) via Loss Event Database (LED) in a timely manner.
• Utilize Operational Risk (OR) Tools such as RCSA, KCS, KRI, and ScAN in managing Risk exposure.
• Undertake additional responsibilities as assigned by immediate superior.
• Act as the Backup BCP/DRP Coordinator for Business Contingency Plan for the Business Centre.

• Degree in Accounting, Finance, Banking, Business, Economics or similar discipline.
• Experience in marketing and credit processing.
• Strong command of Bahasa Malaysia and English, both oral and written.
• Good public speaking and presentation skills.
• Overall Bank’s Credit, Operations and Product knowledge.
• Stay updated with SME issues, policies, and trends in the country.
• Basic business acumen and industry knowledge.

• Entry level

• Full-time

• Sales and Business Development

• Banking

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Salary: Dependent on skills and experience

Division: OxfordAQA

Department: AQA - Promotions - SE Asia

About the Role

We are looking for a talented School Relationship Manager to join our Marketing Team who will be serving as the primary contact for key customers. This position will be responsible formanaging relationships, identifying opportunities, and supporting business growth for curriculum and qualifications through solution-led marketing techniques to generate the new business for Oxford AQA.

Key Responsibilities:

Territory Performance & Marketing Strategy

• Responsible for meeting performance targets in the territory, and regularly fielding pipeline to the Area Manager.
• Working with Area Manager to help devise and implement specific strategies to exploit key opportunities and build business across the territory.
• Monitoring market trends and providing regular competitor feedback.

Customer Relationship Management

• Forming the first point of contact for customers across the territory, and employing ongoing prioritisation to ‘triage’ leads, acting as the main point of contact between key clients and internal teams while passing on non-priority list-level impact opportunities to inside functions (Education Support Consultants, Customer Services, PD, etc.), allowing for focus on core responsibilities.
• Support OUP’s presence at important regional events and conferences, identifying opportunities and qualifying leads.

Solution-Based Marketing

• Using solution-led techniques to help OUP UK and OxfordAQA generate new business through high level discussions with school leaders/business owners, strengthening relationships and closing adoptions. Matching whole school issues with whole school solutions, developing a thorough understanding of key clients' needs and requirements and preparing considered solutions.
• Maintaining a high level of competency of Core portfolio and Customer needs.
• Maintains a broad product focus with an ability to confidently link curriculum and assessment to front-list resources.

Data and CRM

• Work with Education Support Consultants and Marketing functions to maintain accuracy and quality of CRM database, drive customer data collection, and promote effective use of data in all promotional campaigns.
• Support the evolution to a data-driven and insight-led culture across the team.

Representation and Compliance

• All compliance guidelines are adhered to and embedded in business processes.
• All 3rd parties understand and adhere to our code of ethical business.
• Media relations are well managed and that no comments are made to the media without the required consultations.
• Adherence to group policies and governance standards.

About You

• Familiarity with international school systems, curricula (e.g., British, IB, or bilingual programs), and the education sector.
• Ability to build and maintain strong relationships with school leaders, educators, and institutional stakeholders.
• Skilled in identifying customer needs and aligning them with appropriate educational solutions.
• Strong verbal and written communication, including the ability to present and engage effectively with senior stakeholders.
• Proficiency in using CRM systems to manage customer data and support marketing campaigns.
• Comfortable representing the organization at conferences, exhibitions, and school visits.
• Understanding of ethical business practices and adherence to corporate policies and governance standards.
• Exposure to business processes and tools that support customer engagement and lead conversion.
• Experience working with marketing, product, and support teams to deliver integrated solutions.
• Additional language proficiency relevant to Southeast Asia is an advantage.

We are committed to supporting diversity in our workforce, and ensuring an inclusive environment where all individuals can thrive. We seek to employ a workforce representative of the markets that we serve and encourage applications from all.

Job Category: Sales & Business Development

• 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.
  
  

• 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.

• Maximise earnings potential and revenue of relationship.
• Review and monitor performance of accounts.
  
  

• Ensure promptness and quality of credit processing.
• Monitor overdue accounts and undertake prompt measures to prevent NPLs.
• Provide customer level information to relevant parties within the Bank.
• Facilitate the drawdown of facilities.
  
  

• Support, identify, solicit and establish a high value client base.
• Accountable for customer relationship and customer interface.
  
  

• Manage proactively a portfolio of SME accounts by monitoring the status and credit risk of each account.
• Coordinate and / or liaise with branches / head office departments to maximize process efficiency and customer satisfaction.
  
  

• Act as Backup Compliance Coordinator and assume responsibilities as required under BNM’s document policy and Bank’s Anti Money Laundering Guidelines/Manual for the Business Centre (BC).
• Act as the Backup Operational Risk Coordinator for implementation of Operational Risk Management and Methodologies for the BC.
• Champion Operational Risk Management (ORM) activities in the Business Unit.
• Liaise with Group Operational Risk Management (GORM) on ORM activities.
• Responsible to report ALL operational defects (Actual Losses, Potential Losses and Near Miss Events including Shariah Non – Compliance (SNC) events) via Loss Event Database (LED) in timely manner.
• Utilize the Operational Risk (OR) Tools i.e. Risk Control Self-Assessment (RCSA), Key Control Standard (KCS), Key Risk Indicators (KRI) and Scenario Analysis (ScAN) in managing Risk exposure.
• Undertake additional responsibilities assigned by immediate superior as and when required
• Act as the Backup BCP/DRP Coordinator for Business Contingency Plan for the Business Centre (BC).
  
  

• Degree in Accounting, Finance, Banking, Business, Economics or any similar discipline.
• Experienced in marketing and credit processing.
• Strong command of Bahasa Malaysia and English, both oral and written.
• Good public speaking and presentation skills.
• Overall Bank’s Credit, Operations and Product knowledge.
• Keep abreast with SME issues, policies and trends in the country.
• Basic business acumen and industry knowledge.

This job is for a Junior Investment Relationship Manager at CapBay. You might like this job because you get to build relationships with investors, help them navigate investment options, and create strategies to grow our client base.

We are seeking a passionate Junior Investment Relationship Manager who is eager to make an impact and grow alongside the CapBay team.

As part of this role, you will support our P2P investor client base, lead initiatives, and develop growth strategies. This position requires you to have strong interpersonal skills in speaking with investors, strong analytical skills to develop meaningful initiatives and strategies, and excellent project management to see initiatives through.

Responsibility:

In this role, you will be expected to:

• Identify and develop business opportunities to increase the existing client base.
• Build and maintain strong relationships with prospective, existing, and High Net Worth clients.
• Be a product expert and educate the clients on the investment products and the risk-adjusted returns.
• Provide investors with comprehensive consultations and guide their decision-making process.
• Enhance investor awareness, generate leads, or raise funds by developing marketing strategies.
• Coordinating operations such as onboarding investors, processing their applications, performing KYC checks, and filing regulatory reports.

Key Qualifications andRequirements:

We are looking for someone who has:

• A Bachelor’s degree in Investment, Finance, Business, Economics, or a related field.
• 0-2 years of experience in investment, financial services, or relationship management (fresh graduates are welcome to apply).
• Able to read and speak Mandarin.
• Strong interpersonal and communication skills to engage effectively with investors and stakeholders.
• Basic understanding of investment products, financial markets, and risk management principles.
• A proactive and goal-oriented mindset, with the ability to work independently and as part of a team.

Investments

Relationship Management

Interpersonal Communications

Goal-Oriented

Proactivity

Your health is our priority - we provide medical and personal accident insurance!

To improve CapBae’s overall well-being and quality of life, we offer fixed individual dental and optical benefits

We are practicing a hybrid working style, so you don't have to worry about the traffic everyday!

Get staff discounts when you shop and dine at Tropicana Gardens Mall

We offer a special Employee Investment Scheme for CapBaes to start investing via our P2P platform

CapBay operates an award-winning Supply Chain Finance and Peer-to-Peer (P2P) Financing platform. We are passionate about helping small businesses grow through our facilitation of business financing, using existing trade data and relationships.Through our proprietary credit-decisioning model, businesses of all sizes can obtain short-term financing, while banks and investors can participate in high-value.

At AFFIN, we foster an environment where open minds meet and inspire each other through a shared commitment to excellence. Here, you can stay at the forefront of the industry and make a meaningful difference.

• Maximise earnings potential and revenue of relationships.
• Review and monitor performance of accounts.

• Ensure promptness and quality of credit processing.
• Monitor overdue accounts and undertake prompt measures to prevent NPLs.
• Provide customer level information to relevant parties within the Bank.
• Facilitate the drawdown of facilities.

• Support, identify, solicit, and establish a high-value client base.
• Accountable for customer relationship and customer interface.

• Manage proactively a portfolio of SME accounts by monitoring the status and credit risk of each account.
• Coordinate and liaise with branches and head office departments to maximize process efficiency and customer satisfaction.

• Act as Backup Compliance Coordinator and assume responsibilities under BNM’s policies and Bank’s Anti-Money Laundering Guidelines.
• Serve as Backup Operational Risk Coordinator for the implementation of ORM activities.
• Champion ORM activities within the Business Unit and liaise with Group ORM.
• Report all operational defects, losses, and near-misses via the Loss Event Database (LED).
• Utilize ORM tools such as RCSA, KCS, KRI, and ScAN to manage risk exposure.
• Undertake additional responsibilities as assigned by superiors.
• Serve as Backup BCP/DRP Coordinator for Business Contingency Planning.

• Degree in Accounting, Finance, Banking, Business, Economics, or related fields.
• Experience in marketing and credit processing.
• Proficiency in Bahasa Malaysia and English, both oral and written.
• Good public speaking and presentation skills.
• Knowledge of the Bank’s Credit, Operations, and Products.
• Awareness of SME issues, policies, and trends nationally.
• Basic business acumen and industry knowledge.

Join to apply for the Relationship Manager (Nationwide) role at AFFIN Group

7 months ago Be among the first 25 applicants

Join to apply for the Relationship Manager (Nationwide) role at AFFIN Group

Create your future with Affin! You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

Job Purpose

Account Profitability

• Maximise earnings potential and revenue of relationship.
• Review and monitor performance of accounts.
  
  

• Ensure promptness and quality of credit processing.
• Monitor overdue accounts and undertake prompt measures to prevent NPLs.
• Provide customer level information to relevant parties within the Bank.
• Facilitate the drawdown of facilities.
  
  

• Support, identify, solicit and establish a high value client base.
• Accountable for customer relationship and customer interface.
  
  

• Manage proactively a portfolio of SME accounts by monitoring the status and credit risk of each account.
• Coordinate and / or liaise with branches / head office departments to maximize process efficiency and customer satisfaction.
  
  

• Act as Backup Compliance Coordinator and assume responsibilities as required under BNM’s document policy and Bank’s Anti Money Laundering Guidelines/Manual for the Business Centre (BC).
• Act as the Backup Operational Risk Coordinator for implementation of Operational Risk Management and Methodologies for the BC.
• Champion Operational Risk Management (ORM) activities in the Business Unit.
• Liaise with Group Operational Risk Management (GORM) on ORM activities.
• Responsible to report ALL operational defects (Actual Losses, Potential Losses and Near Miss Events including Shariah Non – Compliance (SNC) events) via Loss Event Database (LED) in timely manner.
• Utilize the Operational Risk (OR) Tools i.e. Risk Control Self-Assessment (RCSA), Key Control Standard (KCS), Key Risk Indicators (KRI) and Scenario Analysis (ScAN) in managing Risk exposure.
• Undertake additional responsibilities assigned by immediate superior as and when required
• Act as the Backup BCP/DRP Coordinator for Business Contingency Plan for the Business Centre (BC).
  
  

• Degree in Accounting, Finance, Banking, Business, Economics or any similar discipline.
• Experienced in marketing and credit processing.
• Strong command of Bahasa Malaysia and English, both oral and written.
• Good public speaking and presentation skills.
• Overall Bank’s Credit, Operations and Product knowledge.
• Keep abreast with SME issues, policies and trends in the country.
• Basic business acumen and industry knowledge.

• Seniority level Entry level

• Employment type Full-time

• Job function Sales and Business Development
• Industries Banking

Referrals increase your chances of interviewing at AFFIN Group by 2x

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We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where open minds meet and be inspired by a shared commitment to great work. You too can make a difference.

• Manage, acquire, grow, and deepen High Net Worth customers’ relationships through effective relationship management.
• Provide total financial solutions to High Net Worth customers.
• Conduct financial analysis and recommend strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serve as the one-point contact for High Net Worth customers of the bank.
• Analyze economic trends, global markets, customer needs, and competitive products to structure personalized banking offerings.
• Professionally promote and sell a wide range of wealth products and bancassurance to existing and potential customers.
• Engage in cross-selling of other products based on customer needs.

• Manage, acquire, grow, and deepen High Net Worth customers’ relationships through effective relationship management.
• Provide total financial solutions to High Net Worth customers.
• Conduct financial analysis and recommend strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serve as the one-point contact for High Net Worth customers of the bank.
• Analyze economic trends, global markets, customer needs, and competitive products to structure personalized banking offerings.
• Promote and sell a wide range of wealth products and bancassurance professionally to existing and potential customers.
• Engage in cross-selling of other products based on customer needs.