Wealth Solutions Specialist

2 weeks ago


Klang Municipal Council, Malaysia AFFIN Group Full time

At Affin Group, we believe in transforming the financial services landscape to make banking better and easier. As a Wealth Solutions Specialist, you will have the opportunity to work with High Net Worth customers, providing them with tailored financial solutions that meet their unique needs.

To succeed in this role, you should have a minimum of 3 years of experience in wealth management or financial services, with a strong background in relationship management and financial analysis. You should also possess excellent communication and interpersonal skills, as well as a proven track record in managing High Net Worth clients.

Your key responsibilities will include providing total financial solutions to High Net Worth customers, conducting financial analysis, and recommending strategies to achieve their financial goals. You will also serve as the one-point contact to the High Net Worth customers of the bank, analyzing economic trends, global markets, customer needs, and competitive products to structure personalized banking offerings.

As a Wealth Solutions Specialist, you will have the opportunity to engage in cross-selling of other products based on customer needs and professionally promote and sell a wide range of wealth products and bancassurance to existing and potential customers.



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