Wealth Solutions Specialist

6 days ago


Kuching, Sarawak, Malaysia AFFIN Group Full time
Job Description

We are seeking a skilled Relationship Manager to join our team at the AFFIN Group. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with High Net Worth customers.

Main Responsibilities
  1. Build and maintain relationships with High Net Worth customers, providing tailored financial solutions to meet their needs.
  2. Analyze economic trends and global markets to structure personalized banking offerings.
  3. Serve as the primary point of contact for High Net Worth customers, offering expert advice on investment and insurance products.
  4. Drive revenue growth by cross-selling other products based on customer needs.
  5. Promote and sell wealth products and bancassurance to existing and potential customers, leveraging expertise to deliver exceptional results.
Essential Skills
  1. Strong relationship management skills, with experience working with High Net Worth customers.
  2. Ability to conduct financial analysis and recommend strategies for wealth management.
  3. Knowledge of economic trends and global markets, with a deep understanding of customer needs.
  4. Excellent communication and interpersonal skills, with the ability to build trust with clients.


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