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Wealth Management Specialist

3 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full time

Job Description:

We are looking for a Wealth Management Specialist to join our team. As a key member of our wealth management department, you will be responsible for managing client relationships, providing financial advice, and developing customized financial plans.

Key Responsibilities:

  • Manage client relationships, identifying opportunities to provide value-added services and solutions.
  • Provide comprehensive financial advice and guidance to clients, including investment, insurance, and banking products.
  • Collaborate with internal stakeholders to ensure seamless delivery of services and solutions.

Requirements:

  • Degree in Finance, Accounting, or related field.
  • Strong understanding of financial markets and instruments.
  • Excellent communication and interpersonal skills.

About Hong Leong Bank:

We are a leading financial institution in Malaysia, committed to providing innovative financial solutions to individuals and businesses. We are passionate about delivering exceptional customer service and building long-term relationships with our clients.