Wealth Relationship Manager

2 weeks ago

iCOM Square, Malaysia AFFIN BANK Full time
Create your future with Affin ​​You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don't just stay at the forefront of the industry – you can make a difference too.

ACCOUNTABILITIES

• Manages, acquires, grows and deepens High Net Worth customers' relationships through effective relationship management.

• Provides total financial solutions to High Net Worth customers.

• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank's investment and insurance products.

• Serves as the one-point contact to the High Net Worth customers of the Bank.

• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.

• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.

• Engages in cross selling of other products based on customer needs.
 

REQUIREMENTS

• Manages, acquires, grows and deepens High Net Worth customers' relationships through effective relationship management.

• Provides total financial solutions to High Net Worth customers.

• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank's investment and insurance products.

• Serves as the one-point contact to the High Net Worth customers of the Bank.

• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.

• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.

• Engages in cross selling of other products based on customer needs.

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