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Manager, Private Wealth Management

AFFIN GroupKuala Lumpur, Kuala Lumpur, Malaysia

30+ days ago

Job description

AFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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Develop and maintain client relationships within the high net worth (HNW) segment to achieve the bank's business strategies.

Responsibilities

Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.
Cultivate and sustain relationships with High-Net-Worth Individuals clients to strengthen customer connections and achieve targeted revenue.
Foster relationships within a client portfolio continually.
Provide a comprehensive array of “Tri-Banking” services, including Retail Banking, Enterprise Banking, and Investment Banking, to meet 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 from Asset Under Management (AUM).
Perform other duties as assigned by management.

Job Requirements

Degree in any discipline or equivalent.

Minimum of 2 years’ experience in a related field.

Possession of licenses in IPPC, FIMM, CEILLI, PCEIA Life & General, and TBE.

Strong written and verbal communication skills in Bahasa Malaysia and English.

Multilingual abilities are an advantage.

Good marketing and sales management skills.

Self-motivated, team player, assertive, and effective communicator across all levels.

Good problem-solving skills with a customer-focused approach.

Reliable, trustworthy, and committed with good interpersonal skills.

Additional Information

Seniority level : Entry level

Employment type : Full-time

Job function : Finance and Sales

Industry : Banking

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Manager Management • Kuala Lumpur, Kuala Lumpur, Malaysia

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