Wealth Management Specialist
5 days ago
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.
- Manage and deepen relationships with existing high net worth clients to drive growth and increase loyalty.
- Develop and implement personalized financial solutions to meet the complex needs of high net worth individuals and families.
- Analyze market trends, customer needs, and competitive offerings to create bespoke banking solutions.
- Serve as the primary point of contact for high net worth clients, providing exceptional service and support.
- Promote and sell a range of wealth products and bancassurance solutions to existing and potential clients.
- Cross-sell other relevant products based on client needs.
Requirements
- Minimum 3 years of experience in wealth management or financial services.
- Strong interpersonal and communication skills.
- Proven track record in managing high net worth clients.
- Ability to analyze financial data and market trends.
- Relevant financial certifications or qualifications.
- Ability to work independently and as part of a team.
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