Wealth Management Specialist

5 days ago


Klang Municipal Council, Malaysia AFFIN Group Full time
Job Description

Create the future with Affin. As a key member of our team, you will play a vital role in making a difference in the lives of our high net worth clients.

  1. Manage and deepen relationships with existing high net worth clients to drive growth and increase loyalty.
  2. Develop and implement personalized financial solutions to meet the complex needs of high net worth individuals and families.
  3. Analyze market trends, customer needs, and competitive offerings to create bespoke banking solutions.
  4. Serve as the primary point of contact for high net worth clients, providing exceptional service and support.
  5. Promote and sell a range of wealth products and bancassurance solutions to existing and potential clients.
  6. Cross-sell other relevant products based on client needs.

Requirements

  1. Minimum 3 years of experience in wealth management or financial services.
  2. Strong interpersonal and communication skills.
  3. Proven track record in managing high net worth clients.
  4. Ability to analyze financial data and market trends.
  5. Relevant financial certifications or qualifications.
  6. Ability to work independently and as part of a team.


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