Premium Banking Relationship Officer
3 days ago
About AFFIN Group
AFFIN Group is a trusted partner in achieving financial success. We offer a wide range of financial services and solutions that cater to the unique needs of our customers.
Job Summary
We are seeking an experienced Premium Banking Relationship Officer to join our team. The successful candidate will be responsible for managing, acquiring, growing, and deepening high net worth customers' relationships through effective relationship management.
Key Responsibilities:
- Provide comprehensive 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 the bank's 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.
- Cross-sell other products based on customer needs.
Requirements:
- Strong relationship management skills with high net worth customers.
- Ability to provide comprehensive financial solutions.
- Experience in conducting financial analysis and developing wealth maximization strategies.
- Proven track record in serving as a primary contact for high net worth clients.
- Knowledge of economic trends and competitive banking products.
- Experience in promoting and selling wealth products and bancassurance.
- Ability to engage in cross-selling based on customer needs.
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