Financial Services Consultant
3 days ago
About Us
AFFIN Group is a leading financial institution dedicated to transforming the financial services landscape. Our mission is to make banking better and easier for our customers.
Job Description
We are seeking an experienced Relationship Manager 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 total 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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