Financial Solutions Consultant

6 days ago


Klang Municipal Council, Malaysia AFFIN Group Full time
Key Responsibilities

The successful candidate will be responsible for:

  1. Managing and deepening relationships with existing high net worth clients.
  2. Developing and implementing personalized financial solutions to meet the complex needs of high net worth individuals and families.
  3. Analyzing market trends, customer needs, and competitive offerings to create bespoke banking solutions.
  4. Serving as the primary point of contact for high net worth clients, providing exceptional service and support.
  5. Promoting and selling a range of wealth products and bancassurance solutions to existing and potential clients.
  6. Cross-selling 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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