Financial Services Expert

1 week ago


Penang, Malaysia AFFIN Group Full time

Role Summary

This role involves working closely with high net worth customers to understand their financial needs and provide tailored solutions to meet those needs.

Main Responsibilities

  • Work with high net worth customers to understand their financial goals and objectives.
  • Develop and implement personalized financial plans to meet the needs of high net worth customers.
  • Analyze market trends and customer needs to identify opportunities for growth and development.
  • 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.

Required Skills and Experience



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