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Manager, Private Wealth Management
AFFIN GroupKuala Lumpur, Kuala Lumpur, Malaysia30+ hari lalu
Penerangan pekerjaanDegree 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. Seniority level : Entry level Employment type : Full-time Job function : Finance and Sales Industry : Banking
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
Additional Information
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Manager Management • Kuala Lumpur, Kuala Lumpur, Malaysia