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Manager, Private Wealth Management

2 months ago

Malaysia Affin Bank Berhad Full time

Manager, Private Wealth Management

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locations: Menara Affin, TRX

time type: Full time

posted on: Posted 5 Days Ago

job requisition id: JR100948

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

Develop and maintain client relationships within the high net worth (HNW) segment to achieve the business strategies by the Bank.

ACCOUNTABILITIES

  • Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients
  • Cultivate and sustain relationships with High-Net-Worth Individuals clients to fortify Customer connections and achieve targeted revenue.
  • Continuously foster relationships within a client portfolio
  • Provide a comprehensive array of “Tri-Banking” services, encompassing Retail Banking, Enterprise Banking, and Investment Banking, to cater to the needs of High-Net-Worth Individual clients.
  • Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets
  • Optimize client assets and revenue derived from Asset Under Management (AUM)
  • Execute any additional job functions and responsibilities as assigned by the Management.

SKILLS, KNOWLEDGE & PERSONAL CHARACTERISTICS & BEHAVIOUR

Qualifications and Experience

  • Degree in any discipline or equivalent
  • Minimum 2 years’ experience in related field
  • Possess licenses in IPPC, FIMM, CEILLI, PCEIA Life & General & TBE.

Skills and Knowledge

  • Strong written and verbal communication skills in Bahasa Malaysia & English.
  • Able to converse in different languages will be an advantage.
  • Good marketing and sales management skills.
  • Self-motivated and a good team player.
  • Assertive and able to communicate effectively across all levels.
  • Possess good problem-solving skills and customer-focused disposition.
  • Team player, good interpersonal skill, committed and trustworthy.
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