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Wealth Management Associate

2 weeks ago

Kuching, Sarawak, Malaysia Affingroup Full time
About the Job

We are looking for a Wealth Management Associate to join our team at Affingroup. As a wealth management professional, you will be responsible for providing tailored financial solutions to high net worth individuals and families.

You will analyze economic trends, global markets, customer needs, and competitive products to structure personalized banking offerings that meet the unique needs of our clients.

This role requires a strong understanding of financial markets, products, and services, as well as excellent communication and relationship-building skills.

Key Responsibilities:
  • Develop and maintain relationships with high net worth clients.
  • Analyze client needs and recommend suitable financial solutions.
  • Collaborate with internal stakeholders to deliver comprehensive financial solutions.
Requirements:
  • Bachelor's degree in Business, Finance, or related field.
  • Minimum 2 years of experience in wealth management or sales.
  • Excellent communication and interpersonal skills.
  • Able to work in a fast-paced environment.