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Regional Wealth Manager (Southern)

Regional Wealth Manager (Southern)

Affin BankJohor Bahru, Malaysia
22 hari lalu
Penerangan pekerjaan

Responsibilities

1. Regional Wealth Strategy & Execution

  • Develop and implement regional strategies to grow the wealth management portfolio.
  • Analyze market trends and client demographics to tailor regional offerings.
  • Align regional goals with national wealth management objectives.

2. Team Leadership & Performance Management

  • Lead, coach, and develop a team of Wealth Managers and Relationship Managers.
  • Set and monitor performance targets, ensuring alignment with business goals.
  • Foster a high-performance culture focused on client satisfaction and revenue growth.

    • 3. Client Relationship Management

  • Build and maintain strong relationships with high-net-worth individuals (HNWIs).
  • Provide strategic financial advice and customized wealth solutions.
  • Ensure consistent delivery of exceptional client experiences across the region.

    • 4. Sales & Product Penetration

  • Drive cross-selling of investment, insurance, and banking products.
  • Collaborate with product and marketing teams to ensure regional product relevance.
  • Monitor and report on sales performance and product uptake.

    • 5.pliance & Risk Management

  • Ensure adherence to regulatory requirements and internal policies.
  • Monitor risk exposure and implement mitigation strategies.
  • Conduct regular reviews and audits to maintainpliance standards.

    • 6. Stakeholder Engagement

  • Liaise with internal stakeholders including branch managers, product teams, andpliance.
  • Represent the region in national wealth management initiatives and strategy sessions.
  • Act as a key point of contact for escalations and strategic discussions.

    • Job Requirements

  • A Bachelor's Degree in Finance, Business Administration or relevant field.
  • In depth knowledge of Wealth Management Products relating to investment, insurance, and banking solutions.
  • Knowledge of financial advisory practices, estate planning, and retirement strategies.
  • Familiar with local and international financial regulations and risk management.
  • Awareness of economic indicators, financial markets, andpetitor offerings.
  • Proficient in using customer relationship management systems and digital platforms.
  • Able to lead, coach, and inspire a team of wealth professionals.
  • Capable of developing and executing regional strategies aligned with corporate goals.
  • Possess strong skills in selling financial products and negotiating with high-net-worth clients.
  • Proficient in analysing financial data, market trends, and client portfolios.
  • Excellent verbal and writtenmunication skills for client and stakeholder engagement.
  • Strong decision-making and conflict resolution capabilities.

    • Job ID JR103121

    Buat amaran kerja untuk carian ini

    Wealth Manager • Johor Bahru, Malaysia