High Net Worth Relationship Specialist
5 days ago
We are seeking a highly skilled Financial Solutions Expert to join our team at AFFIN Group. In this role, you will have the opportunity to develop and implement strategies to acquire, grow, and deepen relationships with High Net Worth customers.
About UsAFFIN Group is a forward-thinking financial services organization that aims to revolutionize the banking landscape. Our mission is to make banking better and easier for our customers, and we are committed to achieving great results.
Key Responsibilities- Develop Strategies: Develop and implement strategies to manage, acquire, grow, and deepen relationships with High Net Worth customers.
- Provide Total Financial Solutions: Provide comprehensive financial solutions to High Net Worth customers.
- Conduct Financial Analysis: Conduct financial analysis and recommend strategies to maximize and protect the wealth of High Net Worth customers.
- Serve as Primary Contact: Serve as the one-point contact for High Net Worth customers of the Bank.
- Structure Personalized Offerings: Analyze economic trends, global markets, customer needs, and competitive products to structure personalized banking offerings.
- Promote and Sell Products: Professionally promote and sell a wide range of wealth products and bancassurance to existing and potential customers.
- Cross-Sell Products: Engage in cross-selling of other products based on customer needs.
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