Senior Wealth Manager

2 weeks ago


Penang, Malaysia AFFIN Group Full time

About Us

AFFIN Group is a leading financial services provider dedicated to transforming the banking landscape. Our commitment to innovation and excellence has earned us a reputation as a trusted partner for individuals and businesses alike.

Job Description

We are seeking an experienced Senior Wealth Manager to join our team of financial experts. As a Senior Wealth Manager, you will be responsible for managing high net worth customers' relationships, providing total financial solutions, and conducting financial analysis to recommend strategies that maximize and protect their wealth.

Key Responsibilities

  • 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 investment and insurance products.
  • Serve as the one-point contact to high net worth customers of the bank.
  • Analyze economic trends, global markets, customer needs, and competitive products in order to structure personalized banking offerings.
  • 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.

Requirements

  • Minimum of 5 years of experience in relationship management, preferably with high net worth clients.
  • Strong understanding of financial products, investment strategies, and wealth management.
  • Excellent communication and interpersonal skills.
  • Ability to analyze market trends and customer needs.
  • Proven track record in achieving sales targets.


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