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Wealth Relationship Manager

Company

Affin Bank Berhad

Location

kuala lumpur, Malaysia

Type

Full-time

JOB RESPONSIBILTIES

  • 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 personalized 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.

JOB REQUIREMENTS

  • Minimum bachelor’s degree in finance, business, economics or related field.
  • ...

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