Manager, Private Wealth Management

2 days ago

Menara Affin TRX, Malaysia AFFIN BANK Full time 120,000 - 250,000 per year
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.

JOB PURPOSE

Develop and maintain client relationships within the high net worth (HNW) segment to achieve the business strategies by the Bank.

ACCOUNTABILITIES

  • Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.
  • Cultivate and sustain relationships with High-Net-Worth Individuals clients to fortify customer connections and achieve targeted revenue.
  • Continuously foster relationships within a client portfolio.
  • Provide a comprehensive array of "Tri-Banking" services, encompassing Retail Banking, Enterprise Banking, and Investment Banking, to cater to the needs of High-Net-Worth Individual clients.
  • Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets.
  • Optimize client assets and revenue derived from Asset Under Management (AUM).
  • Execute any additional job functions and responsibilities as assigned by the Management.

JOB REQUIREMENTS

  • Degree in any discipline or equivalent.
  • Minimum 2 years' experience in related field.
  • Possess licenses in IPPC, FIMM, CEILLI, PCEIA Life & General & TBE.
  • Strong written and verbal communication skills in Bahasa Malaysia & English.
  • Able to converse in different languages will be an advantage.
  • Good marketing and sales management skills.
  • Self-motivated and a good team player.
  • Assertive and able to communicate effectively across all levels.
  • Possess good problem-solving skills and customer focused disposition.
  • Team player, good interpersonal skill, committed and trustworthy.

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